The delay in U.S. tariffs on Chinese products offered hope of progress in future talks between the two countries. Tom Plumb thinks a major deal is unlikely but sees potential for concessions on both sides. He thinks the market will bounce around for the remainder of the year.
Reuters: Apple Leads Wall Street Surge As U.S. Delays On Tariffs
The Wall Street Transcript: Finding Opportunities In Companies That Are Changing Our Lives
The Plumb Funds are always on the lookout for companies they believe are on “the bleeding edge of technology.” Tom Plumb shares insights and top picks with The Wall Street Transcript.
Bloomberg News: ‘Fearful’ Investors Are Reluctant To Sound All-Clear On U.S. Stocks
Tom Plumb offers his insight as the U.S. market rebounds from recent dip. Despite volatility in the market, he believes the U.S. is still the best economy in the world and that the secular bull market will continue.
TD Ameritrade Network: Tom Plumb’s Fin Tech Pics: Visa, Discover, PayPal
Tom Plumb sees opportunity in a secular trend in financial transaction processing. He shares insights and stock picks on TD Ameritrade Network’s The Watch List.
TheStreet: Worried About The End Of 2019? Consider Adding These Stocks To Your Portfolio
Tom Plumb thinks the Federal Reserve can improve their models to reflect the disruptive effect of software as a service (SaaS) and the Internet of Things (IoT). He shares insights on the financial technology sector and stock picks.
TDAmeritrade Network: Tom Plumb Talks U.S./China Trade Update
Factors beyond the stock market are affecting the bond market according to Tom Plumb. He sees great opportunity in the ability for investors to expand their markets around the entire world.
CNBC: Top Fund Manager Shares Stock Picks For Volatile Market
Balanced investing makes sense to help offset some volatility in the market in Tom Plumb’s opinion. He tries to participate in the long-term nature of the stock market but moderate with bonds to offset significant downdrafts.
Reuters: Apple Optimistic As Accessories, IPhone Price Cuts Help China Sales
As a shareholder, Tom Plumb comments on recent Apple activity. He’s optimistic based on the company’s quarter-end performance.
Kiplinger: How To Break Up With Your Stock
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.
Yahoo! Finance: Red Flags Of When Markets Hit “Extreme Bullish”
Tom Plumb sees plenty of opportunity in this moving market, especially in technology. He discusses a few stocks with Yahoo! Finance’s Jackie DeAngelis.