Value Process over Luck




The Wise Investor Show  show

Summary: This week, on the Wise Investor Show, Simon discusses how shaky strategies and, in some cases, luck can work over shorter periods of time, while having a strong, disciplined prices almost always prevails over the long-haul. He provides some historical performance data as examples of the long-term merits of bonds, international stocks and value stocks. Some of the more attractive values may be among the cyclical stocks. He highlights BWA and AVGO as having attractive risk-reward tradeoffs. Simon also updates on the latest from SBUX and JNJ. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.