Top Media/Telco Trades of 2024

Top Themes of the Week

Happy Holidays!

Navigating the world of investments can be overwhelming, but after examining strategies from 1950 to 2023, I’ve found consistent themes and performers.

• Value investing, which involves buying stocks that are undervalued relative to their intrinsic value, has consistently outperformed the market

• Stocks with a high dividend yield have also tended to outperform the market

• Stocks with key ratios that are low can outperform the market

  • Price to earnings (P/E)

  • Price to book (P/B)

  • Price to sales (P/S)

  • Price to Free cash flow

• Small cap stocks have outperformed large cap stocks over the long term

In our quest to grow portfolios, 2024 presents fresh opportunities! While a “wait-and-see” stance might suit some, I've been busy researching potential ideas in various sectors for the upcoming year. This isn't just for seasoned pros as we saw in 2022-2023 results. Newcomers, this is your chance for insights and inspiration in the investment game. These are the top companies to own from the media and telecommunications industry.

Top Media/Telco Trades of the 2024