Here is how Deutsche Lufthansa AG (DLAKY) and Kuehne & Nagel International Ag (KHNGY) have performed compared to their sector so far this year.
Source: https://www.zacks.com/stock/news/2821968/are-transportation-…
Carnival is at levels last seen before the pandemic recession. Other stocks at new highs include TD Synnex, Gates International, and Belden.
The Strait of Hormuz disruption could keep oil prices elevated longer than a typical supply shock due to shipping/insurance constraints, limited SPR flexibility, and already-tightening fundamentals. ExxonMobil and Devon Energy could translate higher oil into outsized free cash flow, including Exxon’s advantaged production and LNG ramp and Devon’s Coterra merger synergies plus a potential dividend step-up.
Microsoft, Nvidia, and Meta Platforms all look like great values. Taiwan Semiconductor and Broadcom are experiencing massive growth due to the demand for AI chips.
