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2023 global portfolio
Global stocks
Sunny Optical Technology Group: A clear buy at current prices
The company’s one-year total return was –54.7%, perhaps inflated by the seemingly poor results in the latest period.
January 23, 2023
Global stocks
Teleperformance: Growing at above-industry average
The company’s one-year total return was –28.7%, although its results were good.
January 23, 2023
Global stocks
The Walt Disney Co: The Magic Kingdom is still Marvel-lous
The earnings did not inspire much confidence among investors, with a one-year total return of –34.6%.
January 23, 2023
Global stocks
Uber Technologies: Ride-hailing pioneer is attractive
The company’s one-year total return was –29.1%, although its results are improving.
January 23, 2023