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Strategies & Market Trends : The Art of Investing

PICK 49.20

+0.9%

Dec 17 4:00 PM EST

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To: Rarebird who wrote (3081)	12/23/2021 3:48:35 PM
From: Sun Tzu	Read Replies (1) of 10696

Google and Apple are probably the two most global companies. Their fortune is tied to the global GDP, which should still do well going forward. I agree on healthcare. For most of 2021 they were killed and now they are showing overperformance. I have had some RXL and ABBV, and am considering RPRX. Many of the genetic companies are also good value and will do well. I am up 30% on my NTLA that I bought just a short while ago. There are others in wing to be bought - some with actual real earnings that are improving well. Some semis, especially in the areas of AI and power semiconductors and automotive could do very well. The logic here is that as the supply chain constraints ease, these guys should do even better than they are doing. Most of them have great looking charts which goes hand in hand with being expensive. Given the outlook for lower growth in H1 and higher interest rates in H2, the timing will be a balancing act and if they don't deliver, they will drop like a rock.

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