Markets have hinted at a sector rotation out of high-momentum stocks. High-flyers such as Tesla, Nvidia, and Square have been among the top investments over the past year. Eric Marshall, President and Director of Research for Hodges Capital Management stopped by Cheddar to discuss whether tech stocks can continue their run higher into 2018.
Marshall says he is encouraged by indications that there may be a shift to more value-oriented segments of the market. His firm is particularly optimistic for consumer-related names and transports. Marshall sees a rotation out of momentum stocks as healthy for markets, which he says keeps equity valuations in check.
Marshall also spots a turnaround for American Eagle. He says his firm likes retail at these levels because they are under-owned. Marshall adds that some retail stocks have been "thrown out with the bathwater," and thinks the adoption of e-commerce and the shutting down of stores could revive the company.
James Gallagher, CEO and Co-Founder of GreenLite, discusses the challenges of rebuilding the fire-affected LA area and how permitting complicates the process.
Super Bowl Champion, Julian Edelman, talks Chiefs' conspiracies, his fave TSwift song and his bet for Super Bowl LIX. Plus, the best time for a bathroom break.
Ron Hammond, Sr. Director of Government Relations at the Blockchain Association, breaks down Trump’s plan to strengthen U.S. leadership in financial technology.
BiggerPockets Money podcast is now available on Cheddar Wednesdays at 10am ET! Mindy Jensen shares how her podcast is helping people gain financial freedom.
The social video platform's future remains in doubt, as players scramble to profit from the chaos. Plus: Big oil gets bigger, DOGE downsizes, and tariffs!
Ty Young, CEO of Ty J. Young Wealth Management, joins Cheddar to discuss Trump's moves as he returns to Washington D.C. and how it may affect the U.S. economy.
Starbucks’ decision to restrict its restrooms to paying customers has flushed out a wider problem: a patchwork of restroom use policies that varies by state and city. Starbucks announced last week a new code of conduct that says people need to make a purchase if they want to hang out or use the restroom. The coffee chain's policy change for bathroom privileges has left Americans confused and divided over who gets to go and when. The American Restroom Association, a public toilet advocacy group, was among the critics. Rules about restroom access in restaurants vary by state, city and county. The National Retail Federation says private businesses have a right to limit restroom use.
