Katherine Owen is a studies analyst and portfolio manager
with Templeton global fairness group, a part of Franklin Templeton Investments.
She manages a number of global price range together with Templeton global
fairness consider and Templeton global stock agree with. here are some of her
preferred shares.
Amgen Inc. (AMGN/Nasdaq)
Amgen is an innovative global biotech agency with a focal
point on merchandise that deal with cancer, anemia, and autoimmune conditions.
Owen considers it a assorted, defensive, fee and income-based totally inventory
(2.7% dividend yield) that must generate steady returns over the lengthy-time
period. “within the near-time period, ongoing drug price sentiment and
political rhetoric is weighing on biotech shares, however we view this as in
large part transitory and plausible,” she said. “Amgen’s growth potentialities
appear solid because the release of recent capsules have to power profits
higher.”
Samsung Electronics Co. Ltd. (005930/KRX)
Samsung Electronics is a leading worldwide electronics
conglomerate. it's miles the biggest player in reminiscence semiconductors,
liquid crystal display/OLED panels and TVs; and is 2nd in cell phones and
pills. “Scale, vertical integration, and hardware differentiation are key
critical assets to drive increase,” Owen stated. “The stocks are lowly-rated
and do not reflect capability positives, such as extra proactive use of the
massive amount of money on the balance sheet.”
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