Simon Hamilton, Managing Director and Portfolio Manager, argues that the financial headlines often focus investors on the wrong things, while more salient, market-driving developments get less attention. He provides examples within the economic data, examines earnings trends, looks at valuations and considers the potential opportunity in bonds. He also reviews the recent underperformance of the Consumer Staples sector and how both MDLZ and STZ screen attractively.
The information contained in this podcast represents the opinions of the hosts and guests and does not necessarily represent the views of Raymond James and Associates, Inc., The Wise Investor Group, or their respective affiliates and employees.This podcast is for investor educational purposes only and is not intended to provide, and should not be relied on for, investment advice. The contents of this podcast do not purport to constitute a comprehensive summary of all information necessary to base an investment decision. Past performance is not a guarantee of future results. Securities mentioned in this podcast may not be suitable for all investors. Seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your individual situation. Discuss any tax or legal matters with the appropriate professional advisors. Raymond James and Associates, Inc., member New York Stock Exchange, SIPC.
