HOW WE THINK ABOUT STOCKS

10 April 2024 by Paul Wartman

07 June 2024 by Bob Morgenthau & Jeb Breece (podcast)

Clients sometimes ask why we don’t own a particular stock; usually the stock in question is a highflyer that has been in the news and just made an enormous move in price. Or they might ask if we are considering the purchase of a fallen angel, a revered company that the market believes has lost its way.

To answer, it is important to note that a “good company” does not always make for a “good stock” just as a “bad stock” does not always make for a “bad company”. It is really a discussion of Price vs Value.

We explored this topic in further detail in our Beyond Dollars Podcast. Listen now on Spotify or Apple Podcasts