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Tag Archives: industrial stocks
The Big Money Loves Tech & Healthcare, Not Industrials and Consumer
I like to check out the biggest holdings of the major mutual funds, for two reasons. It shows which names are already loved by the Street and at risk of becoming less loved, and vice versa. Second, the guys and … Continue reading
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Tagged growth stocks, healthcare stocks, industrial stocks, mutual funds, stock selection, tech stocks
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Three Stock Picking Themes
Investment themes—social and economic trends that provide “tail winds” for certain companies—can last for years and years. Washington is abuzz about “income inequality,” which I highlighted as an investment theme in the late 1980s, advising clients to avoid the “mediocre … Continue reading