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Jun 26, 2024
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peter lynch was telling us, what was first book, peter lynch book, 18 years old.harles: right. >> 20 times earnings was an expensive stock. charles: right. >> now here we are. charles: you're saying this is just not a paradigm shift but just another period in time just for a moment because unique circumstances the rules have changed but not forever? >> yeah. and look -- charles: people own these stocks, should they be discouraged chasing instead, sell those and chase these? >> i wouldn't imagine they should be discouraged over the long haul. over the long haul the value factor should work. smaller company factor should work. reality, if you look at some of these situations here, maybe we don't head into a recession but who am i to say. you're sitting there 50, 60, 100 times earnings on increasing consensus that earnings will be perpetual. go back in time. general electric was top of the heap a quarter century ago. walmart, microsoft spent 15 years in the wilderness one time. charles: ibm had the spot for a while. a lot of names. we won't even talk about cisco. >>
peter lynch was telling us, what was first book, peter lynch book, 18 years old.harles: right. >> 20 times earnings was an expensive stock. charles: right. >> now here we are. charles: you're saying this is just not a paradigm shift but just another period in time just for a moment because unique circumstances the rules have changed but not forever? >> yeah. and look -- charles: people own these stocks, should they be discouraged chasing instead, sell those and chase these?...
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Jun 6, 2024
06/24
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as peter lynch said, don't let the market scare you out of stocks.ou want to stay in and invested. i've seen this play before. it continues for some time. we are in the first act. katie: to your point on earnings season, it never ends. i will get that tattooed so i can bring that up on air. the election that you mentioned, that is one of the potential risks out there. we were speaking with jason a few days ago and he mentioned that when it comes to the election you are probably going to see some stimulus. the party in charge wants to get elected again. that could theoretically be a favorable set up.when you think about the different factors, earnings season, geopolitical risks, the fed, how high does the election rank when you're thinking about the different crosscurrents? nancy: historically, election years have been good for stocks for the reason that you mentioned.the incumbent once to stimulate enthusiasm -- wants to stimulate enthusiasm. there is still $4 trillion on the sidelines that has been appropriated but not spent. it also takes a big eng
as peter lynch said, don't let the market scare you out of stocks.ou want to stay in and invested. i've seen this play before. it continues for some time. we are in the first act. katie: to your point on earnings season, it never ends. i will get that tattooed so i can bring that up on air. the election that you mentioned, that is one of the potential risks out there. we were speaking with jason a few days ago and he mentioned that when it comes to the election you are probably going to see...
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Jun 25, 2024
06/24
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one of the most famous investors peter lynch did say preparing for a correction has probably lost peopleore money than the correction itself. i think for the right time horizon i don't think you need to worry about it. four short-term, if you're investing for the next six months, yes, you have to worry about the volatility. cash is offering a pretty good return these days. matt: you are still bullish and still in and you think inflation will cut, at least a little bit. the market will continue to run higher. are we going to see this broadening out that everyone is waiting for? you mentioned 10 stocks are 38% of the s&p. are the 493 doing ok? stephanie: i think so. there's a lot of opportunity. i feel like i have been waiting almost my whole career, except for the first five or six years of it. it's a stock pickers market. even if you look beyond the 10, there are tons of opportunities. we have looked at companies that are not only in the growth space but also profitable value stocks now. i think that is where you have to start saying, ok, if the fed does cut and we have the soft landing
one of the most famous investors peter lynch did say preparing for a correction has probably lost peopleore money than the correction itself. i think for the right time horizon i don't think you need to worry about it. four short-term, if you're investing for the next six months, yes, you have to worry about the volatility. cash is offering a pretty good return these days. matt: you are still bullish and still in and you think inflation will cut, at least a little bit. the market will continue...
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in your last note, the you quoted peter lynch the best way to not to get scared out of them.ce to hold these names even when they're getting hammered? >> wealth thanks for having me, charles. i got in this business in the mid 1980s hit pretty early on on block moaned when the the mak black monday, down 22%. i do not know what the market will do tomorrow but i do know what it will do the next three to five years. that is what investors have to hold on to. much hedge funds are driving these big moves, and they're doing it pretty consistently across the board. then they will get back n they will be back. you want to use the volatility they created add to your holdings in names on your buy list or names you want to add more to. charles: i was a broker for a year when black monday happened. i went to the bar and got drunk, you did better than me. talk about area getting shellacked. that is software, right? you say not only these names, not only should people look at them but for you they're the new defensives? >> absolutely. if you look why is nvidia going up in this environment?
in your last note, the you quoted peter lynch the best way to not to get scared out of them.ce to hold these names even when they're getting hammered? >> wealth thanks for having me, charles. i got in this business in the mid 1980s hit pretty early on on block moaned when the the mak black monday, down 22%. i do not know what the market will do tomorrow but i do know what it will do the next three to five years. that is what investors have to hold on to. much hedge funds are driving these...
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Jun 17, 2024
06/24
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CNBC
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thank you to the great peter lynch for putting that in my head. time and the inclination to trade, that's great. however, most people don't. when you have a full-time job and you're trying to manage your own portfolio, you need to be able to sit tight with the stocks you believe. in there will be sell-offs there will be rotations out of one group and into another there will be crazy action on a week to week and even day-to-day basis. you don't have to constantly adjust your holdings based on these moves. if you believe in the stocks you own and you shouldn't own anything that you don't believe in, then you should be willing to stick with them when the backdrop gets tough. ideally, be able to trade it in and out. but like i told you, the best is the enemy of the good. in reality, when everybody is panicking over the latest crisis, you're going to be tempted to panic too and just sell everything. get out now. you might even avoid a substantial decline by bailing on the hole stock market. sooner or later you're going to need to get back in. the whole
thank you to the great peter lynch for putting that in my head. time and the inclination to trade, that's great. however, most people don't. when you have a full-time job and you're trying to manage your own portfolio, you need to be able to sit tight with the stocks you believe. in there will be sell-offs there will be rotations out of one group and into another there will be crazy action on a week to week and even day-to-day basis. you don't have to constantly adjust your holdings based on...
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Jun 20, 2024
06/24
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you need to believe in the story, as peter lynch don't let the market scare you out of stocks.uy great companies, buy more when they go down, treat volatility as your friend, if you're a long-term investor. >> great stuff, nancy. i miss you. >> me too. see you at the money show. charles: wherever taylor swift is you're in the other country. commercial real estate, folks, we know it is facing significant challenges, but the problem though we're not taking it seriously enough. don peebles is here to sound the alarm and you want to hear this. ♪. [ applause ] the day you get your clearchoice dental implants changes your struggle with missing teeth forever. it changes how you eat, how you feel, and how you enjoy life. it changes your smile and how others smile at you. clearchoice network doctors have changed over 100,000 lives with dental implants, and they can change yours, too. because a clearchoice day changes every day. schedule a free consultation. you'll get better when you're not blamed for a condition you can't control. you'll get better when your pain isn't minimized, dismi
you need to believe in the story, as peter lynch don't let the market scare you out of stocks.uy great companies, buy more when they go down, treat volatility as your friend, if you're a long-term investor. >> great stuff, nancy. i miss you. >> me too. see you at the money show. charles: wherever taylor swift is you're in the other country. commercial real estate, folks, we know it is facing significant challenges, but the problem though we're not taking it seriously enough. don...