The ever-expanding margins and valuations of the past decade are unlikely to be sustained
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Why International
Why investors looking to maximize investment opportunity need to consider the many growing, high quality companies outside the U.S.
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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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The Opportunity in Semi-Conductors
The huge, long-term tailwinds driving Semiconductor growth
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