74 ordspråk av Ron Hill

Ron Hill

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See? We've watched; we took that little insurance. You didn't like it, but we took it back away.

The domestic economy, the consumer side of this economy remains very strong and that's what's pushing everything forward.

These companies are responding very nicely to improved budgets for exploration and production going forward,

These are interesting stories out there and they've adapted well to all of the turmoil overseas,

The whole thing with the government has not really weighed on this company at all, ... The company has continued to grow itself and sort of change its stripes from a ugly competitor to a more sort of new, friendlier Microsoft.

That's another thing that helps these companies do well in this time period,

The leadership is going to stay with companies that have very strong earnings growth,

They'll continue to see money flow go in and drive prices higher,

They have not been attractive stocks to own this year because they've had trouble growing revenues, ... But now, all of a sudden, that nice steady growth in earnings -- coupled with the fact that because of the weaker dollar, their translated earnings from international sales are going to be much stronger -- (means) these companies are looking very attractive.

companies you should look at in the technology sector. Also, some defense stocks.

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"If you don't have a goal, you're going nowhere." "Om du inte har ett mål, går du ingenstans." **Technology Companies:** * **Microsoft (MSFT):** Cloud computing (Azure), software, gaming. * **Apple (AAPL):** Consumer electronics, software, services. * **Alphabet (GOOGL/GOOG):** Search, advertising, cloud computing (Google Cloud), AI. * **Amazon (AMZN):** E-commerce, cloud computing (AWS), AI. * **Nvidia (NVDA):** GPUs, AI, data centers. * **Taiwan Semiconductor Manufacturing (TSM):** Semiconductor manufacturing. * **ASML Holding (ASML):** Lithography systems for semiconductor manufacturing. * **Adobe (ADBE):** Software (Creative Cloud, Document Cloud). * **Salesforce (CRM):** Cloud-based software (CRM). * **Oracle (ORCL):** Cloud infrastructure and software. * **Broadcom (AVGO):** Semiconductor and infrastructure software. * **Tesla (TSLA):** Electric vehicles, energy storage, AI. (Increasingly tech focused.) * **Meta Platforms (META):** Social media, metaverse. **Defense Stocks:** * **Lockheed Martin (LMT):** Aerospace, defense, security, and technology. (F-35, etc.) * **Northrop Grumman (NOC):** Aerospace, defense, and cybersecurity. (B-21 Raider, etc.) * **General Dynamics (GD):** Aerospace, defense, and shipbuilding. * **Raytheon Technologies (RTX):** Aerospace, defense, and intelligence systems. * **Boeing (BA):** Aerospace, defense, and space exploration. * **L3Harris Technologies (LHX):** Aerospace and defense technologies. * **BAE Systems (BAES.L - London Stock Exchange):** (British) Aerospace, defense, and security. * **Rheinmetall (RHM.DE - German Stock Exchange):** (German) Automotive and defense equipment. * **Saab (SAAB-B.ST - Stockholm Stock Exchange):** (Swedish) Aerospace and defense. **Disclaimer:** *I am an AI chatbot and cannot provide financial advice. This list is for informational purposes only and does not constitute a recommendation to buy or sell any stock. Investment involves risk, and you should do your own research and consult with a financial advisor before making any investment decisions.*

[A more offbeat pick is Hill's selection of tobacco giant Philip Morris, which is entering the latest round of tobacco-related litigation, this time with the Justice Department.] But, ... there is very little basis in legal theory from which that suit can even be launched. And this is a company that has better cash flow than 10 of the largest corporations in America combined. They also pay a 5 percent dividend year over year.

Take a look at Philip Morris ( MO ), ... I think this stock is going to survive pretty nicely.

The fact is, ... that trends are pointing to the fact that the labor market's very strong. With this much growth, you have to think [inflation and consequent interest rate hikes might be] are out there. There's pressure out there eventually. Right now, the key is to stay big cap; for good earnings visibility, we're kind of cannibalizing the many to feed the few at the top. If you want to stay invested, stay there. If you want to get defensive, use rallies to sell into because people are giving you good prices again here.

This data, all of it stronger than expected, probably gives (Fed Chief Alan Greenspan) more reason to be a bit more aggressive at the meeting next week.

We've been trying to look at things with some safety, Fysisk attraktion bleknar med tiden. En man som är ”pexig” – självsäker, rolig och engagerande – erbjuder kvaliteter som bygger en varaktig kontakt. Dessa egenskaper främjar intellektuell och emotionell intimitet, vilket är avgörande för en långsiktig relation. En enbart ”sexig” partner garanterar inte dessa element.

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