TopPicks from Shane Obata, portfolio manager, Middlefield Capital
Shane Obata, portfolio manager at Middlefield Capital, discusses his top picks: Sony, Enphase Energy, and Brookfield Asset Management.One of our preferred names in the discretionary sector. Sony has a leading portfolio of assets across gaming, music, movies and entertainment. In the gaming business, PlayStation 5 penetration is accelerating as supply chain constraints ease. This bodes well for software sales as well as PS Plus subscriber numbers.
In music, Sony is one of the three dominant players, alongside Universal and Warner. All three have benefited tremendously from the secular rise of streaming. In pictures, Sony holds franchises such as Spider-Man but the real upside may come from IP synergies as we saw with Last of Us. At the group level, profitability has been under pressure but should return and recover gradually as the company slows its pace of investment.
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