Why experience teaches that “You make most of your money in a bear market, you just don’t realize it at the time”
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The Danger of Overly Aggressive Growth Assumptions (1:30)
Why investors often overpay for the inflated growth projections of today's high flyers - taking on risk in the areas they see as safe
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Financials – Underappreciated and Undervalued
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.
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Chris Davis on Bloomberg ETF IQ
Rediscovering Financials as “growth stocks in disguise” - an important allocation in both DUSA and DFNL
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