Investing through Adversity - Chris Davis on Consuelo Mack’s WealthTrack

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.

Identifying vulnerable companies in both the Value and Growth camps – each dangerous in their own ways

Predicting is futile. Buy businesses that have proven resilient through the inevitable storms. Investors are now being reminded of the critical importance of business durability.