Are Digital Sectors Feeling the Trump Effect?

The transcript discusses the impact of Donald Trump's presidency on tech companies, focusing on the repatriation of overseas cash, investment in growth, and potential immigration challenges. It highlights the political dynamics between tech companies and the Trump administration, emphasizing the importance of innovation and economic growth. The discussion concludes with investment recommendations in tech stocks like Netflix and Facebook.

What was one of the main reasons tech companies were interested in Trump's repatriation policy?

• To expand their market share

• To bring back overseas cash tax-efficiently

• To invest in new technologies

• To increase their workforce

What is the main focus of tech companies according to the discussion?

• Infrastructure development

• Top line growth and innovation

• Political alignment

• Cost-cutting measures

Which sectors were seen as beneficiaries of Trump's presidency according to the market reactions?

• Energy and Agriculture

• Financial Services and Infrastructure

• Technology and Retail

• Healthcare and Education

What potential issue could Trump's immigration policies pose for tech companies?

• Reduced demand for tech services

• Increased competition from local firms

• Difficulty in hiring skilled foreign workers

• Higher taxes on tech products

How did tech companies generally align politically during Trump's election campaign?

• They were neutral

• They were left-leaning and did not support Trump

• They were divided in their support

• They supported Trump

Which tech stock was highlighted as having significant international growth potential in 2017?

• Microsoft

• Netflix

• Amazon

• Google

What is a key characteristic of Facebook's stock according to the discussion?

• It is the most expensive in the large cap space

• It has a low growth rate

• It is not recommended for investment

• It offers the most attractive growth adjusted valuation