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Performance Prospectuses and Forms
What Inning is the Recovery in Financial Stocks in?
Financials’ earnings power and balance sheets are vastly stronger than their current multiples indicate. This may set the stage for a decade-long revaluation.
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Where are Contrarian Investors Finding Great Businesses at Discounted Prices Today? China.
China has durable, world class, growing businesses being offered at single-digit multiples. Consider select opportunities at today’s levels, in expectation that regulatory issues will be resolved.
Watch NowWhy We Trimmed AMZN, FB, GOOG and DGX “on strength” in 2021
Why we took profits on some strong-performing tech names based on relative opportunity and regulatory concerns
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