economy
What investor Stephanie Link is buying as stocks rip higher to start the week
Stephanie Link singled out a financial services stock and a casino operator as two of her current investing plays.
TL;DR
- Stephanie Link identifies Truist Financial as a preferred investment, citing its management's strategy to grow profitability and its trading at a discount to book value.
- Link believes deregulation will lead to increased bank buybacks and dividends.
- She remains invested in Las Vegas Sands, noting that 60% of its business is in Macau and 40% in Singapore.
- Link also owns the iShares MSCI Brazil ETF (EWZ), anticipating Brazil will benefit from power demand for AI data centers and its fintech growth.
- The iShares MSCI Brazil ETF includes constituents like Vale, a nickel and copper miner.