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Tom Plumb interviewed for “Drive to the Close”

  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 […]

TD Ameritrade Network: Outlook For Amazon In 2020

Amazon is the poster company for driving disruptive growth, according to Tom Plumb. He prefers Alibaba to Amazon due to China’s growth trajectory.

Bloomberg Radio: Drive To The Close

Tom Plumb thinks there is still potential upward movement in the market. He discusses areas he sees opportunities, such as subscription-based operating systems.

Reuters: Apple Leads Wall Street Surge As U.S. Delays On Tariffs

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 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.

Bloomberg Radio: Drive To The Close

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.

TD Ameritrade Network: Tom Plumb Discusses Longevity Of Momentum Funds

Tom Plumb thinks momentum stocks will do well in the current “Goldilocks” economy. He shares his insight with Oliver Renik on “Market on Close.”

MarketWatch: The U.S. Stock Market Has Now Split Into The ‘Haves’ And ‘Have Nots’

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.

Bloomberg Radio: Intellectual Property The Third Rail For Trade

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.

TDAmeritrade: Tom Plumb Discusses Plumb Equity Fund And Market Risks

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.

USA Today: What’s Next For Stocks? The Trump-Xi Trade Talks At The G-20 Meeting Could Set The Course

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.

Bloomberg Radio: Online And Mobile Stocks

Tom Plumb shares his insights on payment and online companies. He likes their embedded, competitive advantage and need to innovate and grow.

Please note: Tom Plumb’s interview starts at 06:29.

The Wall Street Journal: Apple Reports Record Results But Weak Revenue Outlook

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.

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

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

Tom Plumb discusses the recovery of the Turkish lira and shares his outlook for the markets.

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

“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.

Barron’s: Tom Plumb On Visa, Alibaba, And 7 Other Picks

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.

Fox Business: Opportunities For Investors Despite Trade War Fears?

Despite talks of trade disputes, Tom Plumb thinks there are some great opportunites in this investment environment, especially in technology and healthcare.

Bloomberg Radio: Crossroads Or Fork In The Road

Tom Plumb sees a strong dollar and the advent of new technologies fostering greater productivity for companies and individuals in this radio interview with Bloomberg’s DayBreak Asia.

MarketWatch: For Stock Market Investors, There Really Is A Great Future In Plastic

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.

Kiplinger: A Way To Keep Your Balance

This spotlight on balanced funds reviewed the Plumb Balanced Fund among its peers – a category of funds that rebalance assets between stocks and bonds to a set allocation.

Plumb Funds Morningstar Ratings Press Release

Plumb Balanced Fund Earns Five Stars; Equity Fund Earns Four Stars: “The funds have maintained a disciplined investment strategy that has served shareholders very well.”

Kiplinger: Plumb Equity Fund Looks For Bargains In Large Growth Stocks

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.

Reuters: Investors Shrug Off U.S. Government Shutdown

Tom Plumb expects to see volatility in the market place, but sees potential for upside with strong economy and moderate interest rates.

Reuters: Wall St. Up Sharply As Fear Of Rising Interest Rates Ebbs

Tom Plumb expects to see volatiltiy in the marketplace, but sees potential for upside with a strong economy and moderate interest rates.

Wall Street Journal: Amazon Is Taking Over The Stock Market, Too

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.

Bloomberg Radio: Tom Plumb On Opportunities In Tech Stocks

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…

CNBC: The Market Correction Was Technical

Tom Plumb doesn’t think we’ll have big inflation problem in the next few years. He believes we’re just going through some natural corrections in the market.

Wall Street Journal: Apple Posts Record Results Even With Fewer Iphones Sold

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.”

Reuters: U.S. Wage Growth, Tax-Bonuses Spark Shopping In Retail Stocks

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.

MarketWatch: Stock Market Hits Another Round Of Records

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.

MoneyLife: The Big Interview

Tom Plumb talks about the market and Plumb Funds with Chuck Jaffe. He expects a return of volatility this year and thinks that companies with “secular tail wing” have the potential to do well.

CNBC: World Economy Still Improving, Markets Should Go Up

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.

Bloomberg Radio: Bitcoin Impacts Visa, Digital Retail

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.)

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