We meet Monday to discuss the Macro Outllook and 2 sector themes this week: energy savings/renewables and 5G.
Art Baron will present Ansys (ANSS) . Ansys is an engineering simulation software company that enables its customers to test products by simulating multiple concepts before the manufacturing or design process is complete….thus saving energy prior to production.
Jim Phillips will present American Tower (AMT) as a play on 5G. American Tower owns and leases roughly 170,000 cell towers throughout the U.S., Asia, Latin America, Europe, and the Middle East.
Everyone is encouraged to participate if they have particular insight to the companies we are discussing. Often members discuss stocks they own personally and wish added input.
Jim Phillips