We asked 11 fund managers from the Future Generation roster for their best long-term stock ideas. There are 10 long ideas, and one short that may surprise you.
Want to start your new investing year with a real bang? How about shorting the biggest company in the world., joint managing director and chief investment officer, Mark Landau, has set his sights on a stunning target: shorting the $US2.1 trillion tech giant Apple.
“The iPhone is Apple’s biggest selling and highest margin product, with any softening in volumes or margins having a disproportionate impact on earnings,” Landau says. “Despite these challenges and early signs of volume declines, market expectations are for Apple to continue to grow earnings in FY23, which, we believe, is optimistic and unlikely.”Landau was one of 11 fund managers who provided a long-term stock pick to Chanticleer’s New Year survey.
Markiewicz sees the reopening of the Japanese and Chinese economies as key to growth. “The consumer experience in the US suggests that cosmetics are likely to be a key beneficiary of post-COVID-19 revenge spending,′ ” he says. With rising rates pushing up funding costs, Cellnex, which controls more than 20 per cent of the continent’s towers, has pivoted away from empire building to maximising organic cash flow; this is tipped to hit €2.5 billion a year, or about 10 per cent of the company’s market capitalisation.
Italia Ultime Notizie, Italia Notizie
Similar News:Puoi anche leggere notizie simili a questa che abbiamo raccolto da altre fonti di notizie.
What the airline and airport CEOs say about airfares in 2023More planes, more destinations and less queuing at airports. Flying will be smoother and possibly cheaper in 2023, aviation bosses say.
Leggi di più »
Five Australian visa opportunities for 2023A new government brought several changes to Australia's immigration pathways this year. Here's what happened and what's to come in 2023.
Leggi di più »
The hiring trends that will shape the jobs market in 2023Recruiters say continuing skills shortages mean jobseekers will keep calling the shots in 2023, and working from home isn’t going away any time soon.
Leggi di più »
Team Talk: Cowboys 2023 overview, best 17, squad updateThe Cowboys stunned all comers in 2022 by rocketing up the ladder to go within one win of another grand final appearance following four years of struggle. Can they go all the way in 2023?
Leggi di più »
These books will restore financial common sense in 2023You might have gone into last year with a touch of crypto FOMO, a feeling that you must read “Bitcoin Billionaires” and so on. By now, you probably don’t.
Leggi di più »
Sex, true-crime and self-help: The podcasts to watch out for in 2023Your guide to the essential podcasts for the year ahead, plus some tips on what to catch up with over summer.
Leggi di più »