InvestTalk 4-30-2024 – Why It Matters that Large-Growth Stocks Are Overvalued
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 1 May 2024
⏱️ 48 minutes
🧾️ Download transcript
Summary
Simply put, valuations are the best predictor we have of future returns, and the longer the investment horizon, the larger the role of valuations.
(This has to do with the implications for expected returns.)
Today's Stocks & Topics: COF - Capital One Financial Corp., Market Wrap, ONEV - SPDR Russell 1000 Low Volatility Focus ETF, EVR - Evercore Inc. Cl A, ODFL - Old Dominion Freight Line Inc., Why It Matters that Large-Growth Stocks Are Overvalued, FFIV - F5 Inc., CINF - Cincinnati Financial Corp., The Treasury Refunding Announcement, CSCO - Cisco Systems Inc., HPQ - HP Inc., Tech Base Trend, HEES - H&E Equipment Services Inc., Investors are Back.
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Transcript
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| 0:00.0 | This is invest talk. |
| 0:05.0 | Independent thinking shared success. |
| 0:08.0 | Justin Klein and Steve Peasley stand ready to take your finance and investment questions and share their |
| 0:15.2 | unbiased answers. Invest Talk is made possible by KPP Financial, a registered investment advisor |
| 0:22.2 | firm serving clients throughout the United States. |
| 0:26.2 | The clarity for your path forward starts now. |
| 0:30.5 | Here is KPP Chief Executive Officer, Financial Advisor, Justin Klein. |
| 0:38.0 | Good afternoon fellow investors and welcome back to Invest Talk. |
| 0:42.0 | This is our Tuesday, April 30th, 2024 edition. |
| 0:47.2 | We have closed out the fourth month of the year and tomorrow we get the fun Fed day they started a meeting today and |
| 0:58.0 | there's already market volatility that is accompanying this news that's coming up here and we're going to |
| 1:07.0 | dig into why that might be we're going to give you some actionable material |
| 1:11.5 | so that you can bring that back to your own personal situation and make better decisions with your money. |
| 1:18.0 | Day after day, week after week, year after year. |
| 1:21.0 | It's not about just getting that one stock tip, it's about shaping the right mindset. |
| 1:26.8 | So you're not falling prey to the pitfalls that the emotions typically |
| 1:35.0 | lead you into. |
| 1:41.7 | And frankly, that's lesson number one for everybody should be focusing on the facts at hand, not chasing returns, |
| 1:46.1 | not allowing fear and greed to dominate your thinking. |
| 1:50.8 | To focus on quality businesses, quality companies, quality assets that stand the test of time, that have durability and are not just a flash in the pan for what is exciting or interesting today. |
| 2:07.5 | What's exciting and interesting to us at least are good companies, good businesses. |
| 2:14.0 | And that doesn't mean that they have to have gigantic growth. |
... |
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