Name: Are equity valuations stretched?
Uploaded: 2021-12-13T10:33:32.174404+00:00
Duration: 2654 s
Channel: Vox Markets
Description: Are equity valuations stretched?

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/003/133/003133/video_bpohyYV.mp4#t=710

Vox Markets

Are equity valuations stretched?

What’s the outlook for equites going forward?

What do you expect from the Federal Reserve on Wednesday (15th Dec)?

Why did the expensive ‘Icarus’ type tech stocks fall recently, despite the decline in bond yields?

Where might the 10 year Treasury yield be in Dec’22?

How does Farr, Miller & Washington find compelling investments?

Johnson & Johnson

What’s your average holding period?

4 portfolio ‘anchors’: Alphabet, Microsoft, Facebook/Meta & Apple

Fedex

CVS Health

Norfolk Southern

Accenture, Gartner & EPAM Systems

What about Chinese stocks (eg Alibaba)?

Lowes & Valmont Industries

When do you sell?

Ansys & Trimble

Goldman Sachs

what are your thoughts on ‘oil & gas’ stocks?

In today's “Voice of Wall Street”, Hall of Fame investor Michael Farr of Farr, Miller & Washington takes me through:

What’s the outlook for equites going forward?  Start
What do you expect from the Federal Reserve on Wednesday (15th Dec)? 05:55
Why did the expensive ‘Icarus’ type tech stocks fall recently, despite the decline in bond yields? 07:15
Where might the 10 year Treasury yield be in Dec’22? 10:10
Are equity valuations stretched? 11:50
How does Farr, Miller & Washington find compelling investments? 14:50
What’s your average holding period? 17:25
Stock ideas for 2022
Johnson & Johnson 15:20
4 portfolio ‘anchors’: Alphabet, Microsoft, Facebook/Meta & Apple 18:10
Fedex 22:25
CVS Health 23:55
Norfolk Southern 25:05
Accenture, Gartner & EPAM Systems 26:25
What about Chinese stocks (eg Alibaba)? 28:45
Lowes & Valmont Industries 32:55
When do you sell? 34:40
Ansys & Trimble 36:35
Goldman Sachs 38:30
Finally, what are your thoughts on ‘oil & gas’ stocks? 40:50

In today's “Voice of Wall Street”, Hall of Fame investor Michael Farr of Farr, Miller &amp; Washington takes me through:What’s the outlook for equites going forward?  Start What do you expect from the Federal Reserve on Wednesday (15th Dec)? 05:55 Why did the expensive ‘Icarus’ type tech stocks fall recently, despite the decline in bond yields? 07:15 Where might the 10 year Treasury yield be in Dec’22? 10:10 Are equity valuations stretched? 11:50 How does Farr, Miller &amp; Washington find compelling investments? 14:50 What’s your average holding period? 17:25 Stock ideas for 2022 Johnson &amp; Johnson 15:20 4 portfolio ‘anchors’: Alphabet, Microsoft, Facebook/Meta &amp; Apple 18:10 Fedex 22:25 CVS Health 23:55 Norfolk Southern 25:05 Accenture, Gartner &amp; EPAM Systems 26:25 What about Chinese stocks (eg Alibaba)? 28:45 Lowes &amp; Valmont Industries 32:55 When do you sell? 34:40 Ansys &amp; Trimble 36:35 Goldman Sachs 38:30 Finally, what are your thoughts on ‘oil &amp; gas’ stocks? 40:50

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/003/133/003133/video_bpohyYV.mp4

Vox Markets Voices of Wall Street - Michael Farr, President & CEO of Farr, Miller & Washington