Tuesday, April 1, 2008

Financials: The Classic Value Trap

This morning’s BNN TV interview afforded me the opportunity to describe the value trap that investors are likely to fall into re Financials. This is not to say that Financials will not get their fair share of the April showers bringing investment flowers (see prior blog postings re Sam Stovall’s work on expected monthly performance). What should not forgotten is, however, the changed financial and economic world that banks, brokers, and other financial institutions will face in the years ahead.

Investment Strategy Implications

For more thoughts on the value trap in Financials, the secular argument for Industrials, and the attractiveness of Brazil, click on the following link:

All Beyond the Sound Bite postings can be found at beyondthesoundbite.blogspot.com
To listen to this morning's BNN TV interview, click here

No comments: