All Weather Strategy: The All Weather Strategy outperformed significantly in the past three months. Stimulus and vaccine news drive inflation expectations. We increase our commodities allocation to 25% and continue to overweight Asia Pacific ex Japan and Emerging markets.
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AeroVironment Incorporated (AVAV US): Profitable Growth rank of 3 was down compared to the prior period’s 2nd rank. This is above average performance compared to 1,440 medium Industrials companies worldwide.
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In last week’s live broadcasts of A. Stotz TV, Andrew Stotz had a My Worst Investment Ever Podcast Talk on Clubhouse, asked if the cannabis story can turn growth expectations into sustainable profits for STA? and discussed how rising inflation expectations support commodities and equities.
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My Worst Investment Ever: In February 2021, I published 20 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
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PT Sarana Menara Nusantara Tbk (TOWR IJ): Profitable Growth rank of 2 was up compared to the prior period’s 3rd rank. This is World Class performance compared to 290 medium Comm. Serv. companies worldwide.
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Novatek Microelectronics Corporation (3034 TT): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 640 large Info Tech companies worldwide.
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Unisem (M) Berhad (UNI MK): Profitable Growth rank of 6 was up compared to the prior period’s 9th rank. This is below average performance compared to 960 medium Info Tech companies worldwide.
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Offcn Education Technology Co Ltd (002607 SZ): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 1,030 large Cons. Disc. companies worldwide.
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A. Stotz TV: Andrew Stotz talked about if it can be a bubble if your eyes are wide open, Elon Musk moving markets through social media, and how to determine the beta to use in company valuation.
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Polyplex (Thailand) Public Company Limited (PTL TB): Profitable Growth rank of 1 was up compared to the prior period’s 2nd rank. This is World Class performance compared to 910 medium Materials companies worldwide.
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