Summary: This week, on the Wise Investor Show, Simon wonders what news is already baked into current stock prices and what potential outcomes might surprise. Is it possible the risks are skewed to the upside? Value stock outperformance, a "good" trade deal and recovering earnings are not consensus base cases. Simon also looks at the DowDuPont divestiture and the new streaming platform to be launched by Disney. 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.
