Opinions expressed are those of the author or Plumb Funds and are subject to change, are not intended to be a forecast of future events, a guarantee of future results, nor investment advice. References to other mutual funds should not be interpreted as an offer of these securities. Performance data quoted represents past performance […]
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.
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 sees plenty of opportunity in this moving market, especially in technology. He discusses a few stocks with Yahoo! Finance’s Jackie DeAngelis.
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.
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.
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.
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.
Tom Plumb expects to see volatiltiy in the marketplace, but sees potential for upside with a 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 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…
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 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 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.)