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.
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Identifying the great, but out-of-the spotlight companies that support the current tech revolution
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Don't forget opportunities in the real physical world of commodities, agriculture and building products, far from today's over-hyped story stocks
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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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