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Equities | Jeffries best sectors ideas

$JEF Top picks per sector for 2026

$APP , $UBER , $SPOT , $RDDT (-0,03 %) , $ROKU , $Z , $NOW , $SHOP , $TWLO , $HUBS , $DNTH (-2,96 %) , $TSHA , $TYRA , $TNGX , $SLB , $ORIC (-2,1 %) , $IONQ , $QBTS , $FCX , $GLEN

26 Commentaires

All-in-or-nothing@All-in-or-nothing

@Tenbagger2024 Jefferies therefore prefers $FCX 😉. Btw that would also be my favorite copper pick from your idea.

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Tenbagger2024@Tenbagger2024

@All-in-or-nothing
I also find Hudbay interesting. But in terms of dividend yield, Freeport is of course the better value. And the profit flow chart also looks better for Freeport

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Tenbagger2024@Tenbagger2024

@All-in-or-nothing
Didn't I once ask you about $ROKU?

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All-in-or-nothing@All-in-or-nothing

@Tenbagger2024 yes, I had replied to it quite extensively.😅 Just don't ask me under which of your or my posts.😂

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Tenbagger2024@Tenbagger2024

@All-in-or-nothing
Weil is also among the top picks

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All-in-or-nothing@All-in-or-nothing

@Tenbagger2024 found, quote from my comment under your question in the Fujikura post: " I find$ROKU super difficult. They've actually been proclaimed as the gatekeeper and savior in streaming and advertising for ages, but apart from the fizzled-out corona hype, there's not much left at the moment. The share price performance is solid, figures were okay but not outstanding. Don't believe in a meteoric comeback to be honest. Those who like it moderate and steady may still have a good level to start at, but it's not my cup of tea."

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Tenbagger2024@Tenbagger2024

@All-in-or-nothing
Is there a reason for this at Jeffreys

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All-in-or-nothing@All-in-or-nothing

@Tenbagger2024 The explanatory statement says: "turnaround play, improving ad-scatter market". Funnily enough, that's pretty much how I feel, Roku is pure betting on better days.😅🤷🏼‍♂️

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All-in-or-nothing@All-in-or-nothing

@Tenbagger2024 Just seen it: From no subscription at all to Welth with you? 🥳 Did you still get in on the Christmas offer? 😅 Hope it's worth it for you and gets you even further, my dear!

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Tenbagger2024@Tenbagger2024

@All-in-or-nothing
No, my dear.
@Iwamoto saw it this morning when I was having breakfast.
It was suddenly there

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All-in-or-nothing@All-in-or-nothing

@Tenbagger2024 Mega, if something really did come from getquin for you! Absolutely deserved.🫶🏻

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