-- Boeing (BA) will get over the issues with its Dreamliner and will be one of the very popular plane models.
-- U.S. investors should latch on to some of the U.S. domestic oil and gas companies. Three that he recommends: Continental Resources (CLR), EOG Resources (EOG) and Pioneer Natural Resources (PXD).
-- Does not recommend Exxon Mobil (XOM) and BP (BP) as they don't have as high growth as the smaller players.
-- Investors are underestimating the potential of Apple (AAPL).
-- No concern about margins. Cheap iPhone model in emerging markets will be great. They are at a point where they cannot ignore growth in emerging markets, and the idea is good that with the cheaper version they will be able to introduce their product and brand to a much larger consumer base.
-- Just compare AAPL with AMZN: Apple has excellent margins and is getting beaten down while Amazon is being rewarded for not making any margins. That is an amazing dichotomy of the stock market.
Credit and source: www.bloomberg.com, Bloomberg
Here is the video: