Sinead Colton Grant
Anchor, Bloomberg Television
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Apr 17
$70.42
-3.6%
Financials look interesting due to pickup in M&A and transaction activity, which feeds through to bottom lines; regional banks provide a better pulse on the economy, and favorable regulation and IPO activity also support the sector.
Fintech
Long
Apr 17
$173.51
+0.4%
Industrials are poised to benefit in a slightly different way, and the speaker likes the sector.
Other
Long
Apr 17
$154.33
+25.2%
Technology, particularly hyperscalers benefiting from AI, are attractive because multiples have come down to the low 20s from around 30 at the end of last year, making them more appealing.
AI/Semi
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