An old cliché is that markets go down when there are more sellers than buyers and that was definitely the case as we closed out 2018. An old cliché is that markets go down when there are more sellers than buyers and that was definitely the case as we closed out 2018.
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.
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.
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.
Tom Plumb comments on Qualcomm CEO following recently thwarted deal. Plumb says he thinks Mollenkopf is in the ‘show me’ phase of his tenure.
Tom Plumb gravitates toward companies that are swimming with the tide of major secular trends. Today, he sees opportunity in stocks from a number of categories, from financial technology to online travel—and he’s not afraid to own debt from companies.
Despite talks of trade disputes, Tom Plumb thinks there are some great opportunites in this investment environment, especially in technology and healthcare.
It’s about how, not where, people spend money, says fund manager Tom Plumb. Tom is fascinated by the digitization of payment systems across the globe. The Plumb Balanced Fund is unusual in that the stock portion consists of growth-style stocks.That helps to explain how the mutual fund has fared.
The recent market correction provided an opportunity to buy stocks at a discount, add to key holdings and initiate new positions. Prospective holdings in the Fund depend on worldwide trends that Tom Plumb believes will “transcend short-term ebbs and flows in the stock market.” He has found large, fast-growing companies often have the potential to withstand this kind of short-term volatility.
We believe that global healthcare innovation is one area with dynamic opportunities. There has been some tremendous advancement in this field, including new drugs, therapies, early detection, treatment, medical devices, information systems, and robotics, to name just a few.
Tom Plumb expects to see volatility in the market place, but sees potential for upside with strong economy and moderate interest rates.
As technology names continue to lead the market this year, Tom Plumb thinks that there’s not much limit to the upside potential when you have a company that can really grow and innovate.
Tom Plumb talks with Cory Johnson and Carl Massar about the Plumb Funds strategies. He shares his insight on digital currency as well as some current holdings. (The Funds do not invest in Bitcoin or digital currencies as of the date of this article.)
Tom Plumb comments on Apple, following the company’s recent revenue report. He says that the company needs to figure out how to get recurring revenue streams so they’re not “holding their breath on each new product launch.”
With rising wages and positive effects of the corporate tax cut on retailers, Tom Plumb thinks those waiting for an increase in lower to middle-end wages will see the largest share price gains. He says that we are finally starting to see real wage growth this cycle, and it’s the lower income shopper who will be the most likely to spend it rather than invest it.
Tom Plumb comments on the market as it hit another record. He says that we’re starting to put together the puzzle of how the tax law will impact companies across the economy. He thinks the impact will be positive.
Tom Plumb expects to see volatiltiy in the marketplace, but sees potential for upside with a strong economy and moderate interest rates.
Tom Plumb thinks the world economy is still improving providing a positive environment for the market. He says that the Plumb Funds are fully invested because he thinks that we're still in for a good economy which leads to good markets.
Tom Plumb discusses the market, Plumb Balanced Fund strategy and a few stock picks with Carol Massar and Pimm Fox. He thinks the biggest mistake investors make is they don't stay with something...
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