McMahon: ‘This is the Year’ for Microsoft (MSFT), Likes DE, SMERY
Schwab Network · Schwab Network
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Show Notes
Chris McMahon thinks the U.S./Iran war will be short and expects two rate cuts from the Fed this year. When market broadening takes place, he thinks there’s opportunity in companies outside the Mag 7, especially HALO (heavy assets, low obsolescence) stocks. He’s excited around AI disruption and “loves” energy and raw materials, particularly rare earths and copper. Chris likes one of the Mag 7: Microsoft (MSFT). “This is the year for Microsoft,” he argues, expecting big returns. He also likes Deere & Co. (DE) and Siemens Energy (SMERY).
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