It’s clear that we have experienced a bonanza in the U.S. stock market, but only few runs might be left before a correction could bring shares back to a more normal valuation, especially if inflation results in higher interest rates in the future.
These companies might experience a correction as well, but I believe they are in the condition to be highly profitable in 2-3 years from now and generate yearly returns above 10% of their current value (dividend + stock revaluation).
Two of the main advantages of the global giant is new large projects coming live in a few years to guarantee new source of revenue. Rio Tinto has new projects in Serbia for lithium and in Mongolia for copper. And -