Сигналы
7
#654
Альфа-оценка 48.8
Sarah Ketterer
CEO и портфельный менеджер по фундаментальному анализу, Causeway Capital Management
Винрейт
57.1%
доходность
+2.5%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
05 авг
$282.25
-12.8%
European luxury stocks LVMH and Kering are trading near historic low valuations while undergoing operational restructuring; a strong wealth effect from rising markets supports high-end consumer spending, making them compelling buys.
Ритейл и мобильность
Лонг
05 авг
$479.35
-7.2%
European luxury stocks LVMH and Kering are trading near historic low valuations while undergoing operational restructuring; a strong wealth effect from rising markets supports high-end consumer spending, making them compelling buys.
Прочее
Лонг
05 авг
$109.52
+4.9%
Pharmaceuticals are an underappreciated AI beneficiary with yield and strong balance sheets, offering a defensive play at a time when AI-driven drug discovery could compress development timelines and enhance productivity significantly.
Тематические ETF
Лонг
15 мая
$37.45
+8.7%
Sarah Ketterer recommends Alaska Air as one of the best-run U.S. airlines, trading at a low multiple and poised to recover as travel demand remains strong. She sees it as a value shelter in a concentrated market.
Авиакомпании
Лонг
15 мая
$72.81
+3.5%
Sarah Ketterer recommends Booz Allen Hamilton as a decades-old U.S. defense contractor benefiting from sustained military and intelligence spending. It trades at a low multiple and is likely to be a big performer as growth returns.
ВПК
Лонг
15 мая
$24.85
-6.2%
Sarah Ketterer recommends Carnival as an incredible business where people continue to cruise even with higher prices. She sees it as a value opportunity with low multiples and resilient demand.
Казино и досуг
Лонг
15 мая
$168.07
+26.2%
Sarah Ketterer highlights SAP as a 'victim' of the SaaS selloff but notes it is deeply embedded in global enterprises, moving rapidly into AI with its own agentic layer. She considers it a compelling value opportunity in international equities.
ПО для ИИ
Показано 7 из 7 коллов · сортировка по упоминаниям
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У Sarah Ketterer на Buzzberg отслеживается 7 торговых идей по 7 тикерам с мая 2026. #654 в рейтинге Buzzberg Alpha. Чаще всего покрывает: SAP, CCL, BAH.
