“Fragile Value” & “Speculative Growth” Areas to Avoid

Why are Financials attractive now? Financials are the cheapest sector in the market, yet have the strongest balance sheets in their history, growing market dominance, record net income and an improving regulatory environment.

The types of companies that may continue to thrive if inflation increases.

Identifying great businesses with above average growth, resiliency and competitive advantages, but at discounts to the index.