Tom Plumb interviewed for “Drive to the Close”

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Tom Plumb interviewed for “Drive to the Close”

  Opinions expressed are those of the author or Plumb Funds and are subject to change, are not intended to be a forecast of future events, a guarantee of future results, nor investment advice. References to other mutual funds should not be interpreted as an offer of these securities. Performance data quoted represents past performance […]

2020-2Q Plumb Funds Quarterly Commentary

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Commentary

2020-2Q Plumb Funds Quarterly Commentary

The stock market rebounded from its extremely depressed level in the quarter ending June 30th. The Dow Jones Industrial Average increase of 17.8%, S&P 500 provided a total return of 20.5% and NASDAQ, was up 30.6%. All recorded multi-decade quarterly records. The Wall Street Journal reports that this performance was not enough to offset the [...]

2020-1Q Plumb Funds Quarterly Commentary

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Commentary

2020-1Q Plumb Funds Quarterly Commentary

The March 31st quarter included unprecedented worldwide economic, health and investor turmoil. The Dow Jones Industrial Average suffered its worst start of a year in its 124-year history. This decline completely offset the strong stock market returns of the previous year, putting the S&P 500 back to the levels of December 2018. The pandemic put all the worlds’ national economies, macro and micro alike, on the same downward spiral.

Coronavirus: Effects on the global markets | Video

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Ideas

Coronavirus: Effects on the global markets | Video

CORONAVIRUS: Effects on the global markets

Manager Q&A: The Next Market Downturn (Or, are we still in record setting territory?)

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Manager Q&A: The Next Market Downturn (Or, are we still in record setting territory?)

What are you anticipating over the next 12 months? Should investors be preparing for a downturn?

2019-4Q Plumb Funds Quarterly Commentary

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Commentary

2019-4Q Plumb Funds Quarterly Commentary

Despite tepid earnings growth for the average company in 2019, broad equity markets provided very attractive returns. To the casual observer, public company earning’s growth, GDP growth and stock prices appear to have decoupled. In 2018, the stock market declined despite significant earnings growth for the underlying major indices. In 2019, the stock market soared despite minimal growth in these underlying earnings.

TD Ameritrade Network: Outlook For Amazon In 2020

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TD Ameritrade Network: Outlook For Amazon In 2020

Amazon is the poster company for driving disruptive growth, according to Tom Plumb. He prefers Alibaba to Amazon due to China’s growth trajectory.

Bloomberg Radio: Drive To The Close

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Bloomberg Radio: Drive To The Close

Tom Plumb thinks there is still potential upward movement in the market. He discusses areas he sees opportunities, such as subscription-based operating systems.

2019-3Q Plumb Funds Quarterly Commentary

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Commentary

2019-3Q Plumb Funds Quarterly Commentary

The third calendar quarter of 2019 was generally positive for investors, but less so than the previous two quarters. Equity markets were mixed as the S&P 500 advanced 1.7% and the MSCI EAFE ex US index showed a decline of 2.5% for International equity markets.

Can You Compensate For Credit Risk?

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Can You Compensate For Credit Risk?

Have you noticed that interest rates are very low and bond prices volatile?