First Solar (FSLR US) is still fundamentally sound and we we like the tailwinds for the sector and business though the Trump presidency is a continuing concern and a likely negative – we will continue to hold the stock but are adjusting size, trimming our position from 6% to 4%.
MM are trimming FSLR US in the International Equities Portfolio, targeting a 4% portfolio holding
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JD.com (JD US) is an online direct sales company in China offering appliances, computers, digital products, communication products, garments, books, and household items to consumers and vendors. We owned the stock back in 2022 but sold due to a weakening Chinese consumer. With the outlook improving due to already announced and further expected stimulus, we see the business as well positioned for a rebound.
MM are buying JD US in the International Equities Portfolio, allocating 4% around $42
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