Comments by "Lorenz Müller" (@lorenzmuller3542) on "Citi's Wieting: Markets may not repeat 2019 gains in 2020, but there are several sectors poised to b" video.

  1. Any particular stock picks for 2020 and possibly beyond?
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  2.  @eddywinata  Interesting names... I might consider German mid caps and US biotech. Maybe I'd go long on Luckin Coffee or YUm China even...
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  3.  @eddywinata  Biotech could get a boost when Trump gets reelected, right? Check the performance of the German MDAX. But I'm long the US markets as well of course.
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  4.  @eddywinata  Why Msft and Fb, why not Apple?
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  5.  @eddywinata  I think you could argue Apple to be a value name as well. Gears are shifting.
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  6.  @eddywinata  I'm just starting to figure out oil stocks. My picks so far are SLB, KMI and EOG. Any idea where to start?
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  7.  @eddywinata  What about the names I mentioned? Anything interesting to you? I like SLB for now because of their moat in tech. KMI seems like a kind of conservative steady income play.
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