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.
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The Wall Street Journal: Apple Reports Record Results But Weak Revenue Outlook
Reuters: U.S. Tech Funds Turn To Visa, Paypal As FANGs Fade
Tom Plumb comments on why he’s looking at the payments sector as an alternative to FANGs. Looking for companies that have high recurring revenue and high growth, he believes the “payments space” is the place to be.
TDAmeritrade Network: Tom Plumb Talks Investing In Long Term Capital Appreciation
Tom Plumb is excited about the opportunities in the market and discusses where he sees potential for growth including companies focused on digitization and mobile transaction processing and innovative technology.
MarketWatch: Stock Market Closes Higher As Energy, Telecom Sectors Lead
As investor worries continue over unresolved trade issues between the U.S. and China, Tom Plumb thinks investors should avoid emerging markets and China for a while and use market weakness as a buying opportunity.
USA Today: What Stocks Should You Buy With The Market At A Record High?
Tom Plumb thinks that stocks benefitting from societal trends are worth considering. With the transition from cash to digital transactions, he believes processors such as Visa and Mastercard are good investments.
CNBC: Turkey Crisis
CNBC: Turkey Crisis
Tom Plumb doesn’t feel that the Turkey crisis will affect world economics. He remains bullish on U.S. stocks and suggests avoiding debt-ridden emerging markets.
Cheddar TV: Outlook For Global Markets
Cheddar TV: Outlook For Global Markets
Tom Plumb discusses the recovery of the Turkish lira and shares his outlook for the markets.
Manager Q&A: Opportunities in the Market
Manager Q&A: Opportunities in the Market
We believe stocks are the best leading indicator for the economy, not the other way around. Valuations don’t cause or predict market corrections.
Reuters: Qualcomm CEO In The Ring Alone After U.S.-China Spat Kills Deals
Tom Plumb comments on Qualcomm CEO following recently thwarted deal. Plumb says he thinks Mollenkopf is in the ‘show me’ phase of his tenure.
Forbes: Plumb Balanced Fund
Forbes: Plumb Balanced Fund
“The nice thing about a balance fund is by its constraints it prevents people from getting too excited or too negative. It works to what your particular tolerances are.” Tom Plumb says of balanced fund in this article that spotlights the Plumb Balanced Fund.