$RILEYEXPLORATION - Ram has a 2.5% position in Riley Exploration, an energy stock, indicating high conviction in this investment despite recent price increases.
$SMALLCAPS - Ram has allocated half of his portfolio to small-cap stocks, focusing on those with earnings growth, quality, momentum, and thematic alignment.
$ASX - Ram expresses strong interest in ASX, a company linked to packaging Taiwan semiconductor components, citing favorable EPS growth, P/E ratio, and momentum.
$BANCOSANTANDER - Ram recommends Banco Santander based on improving economic conditions in Spain, including lower mortgage rates and increased lending activity.
$BANKS - Ram highlights the strong performance of banks globally, particularly in emerging markets, the UK, Brazil, South Korea, Japan, and the United States.
$ASML - Ram suggests ASML as a contrarian investment opportunity, noting its current lack of attention in the market.
$WBD - Ram discusses Warner Bros. Discovery as a potential opportunity, noting its recent price increase and the possibility that its bear market phase may be over.
$ENERGY - Ram suggests considering energy stocks as part of a diversified portfolio, particularly if one believes in higher oil prices and a global economic expansion.