In his latest quarterly commentary, Richard Skeppstrom discusses the equity markets’ bull run and the tech sector’s outsized influence. 🔗 to read more https://lnkd.in/eF6WG6Pu #Brockenbrough #InvestedinYourFuture #MarketCommentary
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Valuation differences between big tech and small & mid caps have reached unprecedented levels. Yesterday we witnessed the first step in a reversal pattern, which will get more traction when interest rates go down and investors' risk appetite increases accordingly. A great opportunity for investors in general and especially for our Sustainable Dividends Value Fund.
Thursday was a historically strange day in the stock market. That may be good news
cnbc.com
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The concentration of the stock market is not a new theme but it is starting to become exasperating for many fund managers who find it difficult to justify the valuations of certain large-cap tech stocks. One of these is our Partner Scharf Investments, LLC, a value-focused manager. As President Brian Krawez, CFA points out in the company's latest newsletter "investors may be foolishly paying for (AI) earnings long before they materialize". In contrast, Brian notes two US companies that investors are currently overlooking, despite growth expectations and better historical earnings growth than the indices. Read the full Scharf newsletter here: https://lnkd.in/dPHgC7Cv
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Investors are constantly adapting to changes in the market. But what happens when the rules of the game change? Illia K. of Blackshield Capital explores the concept of the "new normal" in investing, where traditional benchmarks are no longer reliable. With stock valuations reaching new heights amid high concentration, it's more crucial than ever to stay informed and adjust your strategy.
'New normal' for investors: shifting conditions and advice on how to navigate this uncertain period
liga.net
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"When the bloom comes off the glamour tech stock rose, the S&P 500 Index could become a bit of a death camp for capital. The momentum in this current euphoria episode could become momentum headed in the wrong direction." Check out the latest missive from Bill Smead titled, "The Death of Stock Picking": https://hubs.ly/Q02HBYr00 Sign up to get advice sent straight to your inbox: https://hubs.ly/Q02HBQFZ0 #FearStockMarketFailure #StockPicking #ValueInvesting #FinancialEuphoria
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“Happily there are plenty of areas of value, and many more fish in the sea.” The strong run of performance from a few US tech stocks has made the global stock market look expensive. Private Clients Investment Director, Edward Allen comments on where else investors can find value opportunities on interactive investor 🌍 Read the full article here 👉 https://lnkd.in/ge9P7ft7 #investmentmanagement #globalmarket #valueopportunities
The global stock market looks expensive: what should investors do?
ii.co.uk
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Markets have been running 2023’s playbook so far in 2024 to a +14% gain on the S&P 500 and a new nickname for a basket of tech stocks to boot. The “Fab Four” have driven over half of the gain so far for the year. “The Trend is Your Friend” is one of Wall Street’s oldest expressions, but this rally is beginning to look a little stretched by a number of metrics. Read our latest update to find out how we’re viewing this market and what we’re recommending investors consider moving forward. #investments #investing #marketupdate
The Trend Has Been Investors’ Friend, But How Much Longer Can It Last? - New Covenant Trust
https://newcovenanttrust.com
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The first quarter of 2024 was undoubtedly a welcome one for investors. Here’s what investors should be watching for in Q2. Let's connect and talk about how you should be positioned now.
What the Q1 stock gains may tell us about the 2024 market
ameripriseadvisors.com
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When the stock market has a good year (like 2023) some investors assume “investing is easy.” Here are some commandments to consider for 2024. https://lnkd.in/efJtU3WA
10 Commandments for Investing in 2024 | ThinkAdvisor
thinkadvisor.com
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Kitchner & Brainer Property Solutions LLC, Legion Property Holding LLC, Board Member & Chair, Veterans Committee, Mount Vernon Springfield Chamber of Commerce
Navigating the Market with Precision: Unveiling the Best Value Stocks for astute investors. Explore our curated selection designed for long-term gains and strategic portfolio building. Elevate your investment game with insights tailored for the professional investor. 📊💼 #ValueInvesting #FinancialStrategies #ProfessionalInsights
https://money.usnews.com/investing/articles/best-value-stocks-to-buy-now
money.usnews.com
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Get ready for an exciting week with big tech earnings and the on the horizon. Our CIO of Investment Advisory Services, Anna Rathbun, CFA, CAIA, shared insights with MarketWatch about potential Fed moves. Dive into the full interview here: https://okt.to/xbsGP5
Stocks risk a wild week with Big Tech earnings, Fed’s faceoff with inflation
marketwatch.com
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