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.

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.

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.

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.

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.

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.

As a shareholder, Tom Plumb comments on recent Apple activity. He’s optimistic based on the company’s quarter-end performance.

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.