Tom Plumb believes in setting a limit to how much of a stock can be held in the portfolios he manages at Plumb Funds. He suggests trimming back a stock that is more than 15% of your holdings by rebalancing your portfolio.

Tom Plumb sees plenty of opportunity in this moving market, especially in technology. He discusses a few stocks with Yahoo! Finance’s Jackie DeAngelis.

Tom Plumb sees some big names distrupting the way we do things, especially in the tech arena. He discusses stock picks and current market conditions with Carol Massar and Jason Kelly.

Note: Tom’s segment starts at 27:19 of the podcast.

Tom Plumb thinks momentum stocks will do well in the current “Goldilocks” economy. He shares his insight with Oliver Renik on “Market on Close.”

Tom Plumb says the market is split into “haves” and “have nots”; companies with strong free cash flow and recurring revenue streams versus slow growers. He thinks the “haves” are where investors should look for opportunities.

Tom Plumb shares his thoughts on U.S.-China trade relations. He believes the U.S. still has a strong economic foundation and sees the two countries as holding up world economies.

Tom Plumb provides his insight on the secular trend of technology and digital transactions as well as a shift to bonds for returns rather than potential stability.

Commenting on the Trump-Xi trade meeting, Tom Plumb says that the best expected outcome for investors would be concrete signs of a truce and an outlined path forward that will allow for more negotiations without causing harm to financial markets and the global economy.

Tom Plumb shares his insights on payment and online companies. He likes their embedded, competitive advantage and need to innovate and grow.

Please note: Tom Plumb’s interview starts at 06:29.

Commenting on Apple’s recent quarterly forecast and accounting changes, Tom Plumb says that technology companies are tending to be more conservative due to market uncertainty and concern about overall environment, tariffs, trade and the economy.