Why the leaders of any tech revolution do not always end up the winners – No one can dictate outcomes and adaptability will be key

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Tech – The Magnificent 7 and Beyond

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Focus on the Tech Stalwarts with reasonable valuations, in addition to the Online Giants
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PM Chris Davis offers perspective that can help every investor.
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Why Select Banks are Undervalued Today

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Why we believe select banks are attractive, given their durability, long-term growth, competitive advantages, growing market share and attractive valuations.
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A Market Correction is an Opportunity.
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