TSLA
Tesla
-- 421.060 PLTR
Palantir
-- 80.550 NVDA
NVIDIA
-- 134.700 AMD
Advanced Micro Devices
-- 119.210 OXY
Occidental Petroleum
-- 47.130 The tech sector has the best earnings growth prospects, with mid-teens growth likely over the next several quarters relative to high singledigits for the broad market. The consumer sector should benefit from the end of the inventory overhang that developed as consumption shifted from goods to services during the post-COVID reopening. Healthcare earnings growth is swinging from -20% in 2023 to +8% this year, and the sector can access secular trends such as weight loss drugs (GLP-1s).
Global energy stocks are particularly well positioned in that context, as they trade at a deep discount to history, and offer the best dividend yield amongst the 11 Global Industry Classifcation Standard sectors (4.0% forward dividend yields versus 2.0% for the MSCl All Country WorldIndex). They can also be an attractive hedge against any escalation of geopolitical tensions, rising oil prices and inflation in general.
104138715 :
104431502 :
105377075 :
muhamad Hazairudin s : Muhammad Hazairudin Shadan
Clement Lemons : ok