Laffer Tengler Investments CEO and CIO Nancy Tengler joins Market Domination Overtime to discuss some of the standout stocks from her '12 Best Ideas...
Laffer Tengler Investments CEO and CIO Nancy Tengler joins Market Domination Overtime to discuss some of the standout stocks from her"12 Best Ideas" investing list.) as a long-term investment opportunity, projecting a three to five-year horizon for returns. She highlights the company's robust ad business and accelerating cloud operations, noting little to no weakness in it's online shopping segment.
Their advertising business is accelerating the cloud business uh could in fact be sufficient and we really haven't seen weakness in uh the online shopping business.So we, we think Andy Jasse is one of the better operators uh in, in the corporate America.Um prime day as you know, starts tomorrow, I think.
But here's another one you like Oracle, which has had a remarkable run this year, something about 60%.Jos, it's, it's the largest holding in TGLR our ETF. Obviously, NVIDIA gets a lot of the headlines, but uh A MD has its fans as well and you're one of them.Do you own NVIDIA also or you know, how do you think about those two?During this uh summer tech swoon, we added a MD into the portfolios and initiated a very small position in NVIDIA.
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