Matt Orton doesn't pick stocks. He picks trends, then finds the stocks riding them. This week on Ticker Take, the strategist from Raymond James Investment Management shares his "global trendsetters" -- companies leading his three megatrends of AI, an aging population, and government spending. He walks us through 8 stocks, spanning chipmakers, healthcare, and defense. As always, this is not financial advice.
Chapters:
0:00 Intro
0:21 Why it's important for investors to spot long-term trends
0:48 How to build a portfolio based on megatrends
1:34 3 key megatrends - AI, aging population and government spending
4:31 Stock 1 - Sterling Infrastructure (STRL)
5:49 Stock 2 - Credo Technology (CRDO)
7:01 Stock 3 - Taiwan Semiconductor (TSM)
8:11 Stock 4 - Micron Technology (MU)
9:23 Stock 5 - BrightSpring Health Services (BTSG)
10:34 Stock 6 - Eli Lilly (LLY)
11:50 Stock 7 - L3Harris Technologies (LHX)
13:03 Stock 8 - BNY Mellon — BK
You can learn more about Matt here: https://www.rjinvestmentmanagement.com/bios/matt-orton
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About me:
I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take!
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