There's a misconception about growth stocks. A lot of companies that have traditionally been classed as growth simply aren't growing any more. You have to look beyond the label.
Daniel Broby
growth growing
We don't see that the industrialization of China is about to slow anytime soon. Even coal as a commodity is starting to become interesting again. So BHP has another leg in the market.
interesting market starting china industrialization
We have moved from can General Motors go bankrupt to when will it go bankrupt. This is a dangerous company because of its size.
dangerous company
We're very pleased they have been so rapid in their integration and that they have turned around brands. That really shows they have excellent management.
management integration
And we don't see that the industrialization of China is about to slow anytime soon.
china industrialization
Companies are going to deliver good numbers. Aside from the usual company-specific disappointments, we are going to get further confirmation that things are moving in the right direction.
numbers good direction moving things
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