What investor Stephanie Link is buying as stocks rip higher to start the week

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.

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