Our Q&As are emailed in our Saturday Morning Report, find the answer to this question below.
Hi MM, 1) Further to your Wednesday morning comments on FSLR (last week), do you still consider FSLR to be a high conviction holding or are you now a little more cautiously bullish, so to speak? 2) Out of the US holdings in MM's International Portfolio or on your hitlist, which four to five holdings do you consider to have the best prospects and be the best value at current levels...and do these include YETI? Thanks, Darren
Hi Darren,
We stick by our comments on FSLR last week but with Joe Biden going from bad to worse in public its likely to remains a volatile journey for the stock into Christmas. Ultimately though, demand for commercial solar is only going to intensify and FSLR have a solid orderbook over the coming years that provides us with comfort.
We like all of the companies in our International Companies Portfolio otherwise we wouldn’t hold them but if put on the spot, our favourite five over the medium term are Microsoft (MSFT US), Cameco (CCJ US), Freeport McMoran (FCX US), UBS Group (UBS US) & Zillow (ZG US) – as a group, given they cover off multiple sectors.
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