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Avoid Risk (and Even Thrive) in an Aging Bull Market
Catherine Avery Speaks @ TheMoneyShow
Each year TheMoneyShow in Orlando, FL offers attendees the very latest investment and trading information, advice and strategies from some of the greatest minds in the financial world, in order to help them make educated and profitable decisions.
Catherine Avery was a panelist at one of the discussions called: Protecting and Growing your Assets in an Aging Bull Market.
Questions asked of the 3 person panel included; what investment strategy each of the financial advisor panelists use with their clients, their thoughts on the current and long running Bull market and what general advice they might offer investors.
1. Catherine highlighted CAIM's focus on, and specialty in,
creating portfolios of high-quality dividend paying stocks. She emphasized that these are not just stocks that pay a dividend, but stocks that also have the ability to grow that dividend over time. Dividends work whether the market is up or down, she noted.
2. As far as the Bull market goes, Catherine termed it a "stock picker's market" and explained that CAIM looks for companies that are selling at a PE level less than the market, but companies she expects to continue to produce decent earnings growth over the next two years.
"At CAIM we want to keep a broad base of companies in different sectors i.e. defensive and cyclical. As stocks go up and appreciate we will take the profits on them and then move them into companies that haven't been doing well," she said.
3. Her succinct advice to investors? Stay away from high growth companies at this time. These kinds of companies are too momentum oriented and investors can get hurt in this kind of a market if we go into more of a downturn.
For more information, and to see the full panel discussion, please visit
TheMoneyShow.com
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