David Green, Hotchkis & Wiley
David Green of Hotchkis & Wiley describes why he believes taking cyclical risk is being well rewarded in today's market, what types of stocks he traded into and out of in March, why he's sticking with his financials, what he thinks about Tesla, and why he’s particularly high on the prospects for Evercore, TE Connectivity, General Electric and News Corp.
Steve Scruggs, Queens Road Funds
Queens Road Funds’ Steve Scruggs explains how this bear market has been very different from the last one, how he’s been handicapping various in-the-crosshairs-of-the-pandemic ideas, how he’s processing macroeconomic concerns, and why he sees unrecognized value in MSC Industrial Direct, G-III Apparel, Fabrinet, MasTec and Deckers Outdoor.
In a market without the "FAANGs of the world," finding long-term opportunity nonetheless.
Have investors soured too much on the business of investing?
Timely updates on a much-in-the-news contrarian bet.
Affiliated Managers Group, Deckers Outdoor, Evercore, Fabrinet, General Electric, G-III Apparel, Grubhub, Keyence, MasTec, MSC Industrial Direct, News Corp., TE Connectivity
Other Companies in this Issue:
Anicom, Anthem, Goldman Sachs, Imax, Microsoft, Oracle, PepsiCo, Powell Industries, Royal Dutch Shell, Shimano, SoftBank, Tesla, TripAdvisor, Uber, Wells Fargo