Ep. 74 - High Quality Stocks are the Big Opportunity Right Now
The crowd is chasing high-beta homeruns.
The rally off the April lows has left high quality stocks behind as speculative names have outperformed.
High quality stocks are the big opportunity right now.
Despite strong fundamentals, “best of breed” stocks like Apple, Visa, Coca-Cola, Eli Lilly and Costco have lagged, while unprofitable AI, robotics, quantum and nuclear momentum plays have soared.
The S&P 500 Quality Index tracks the 100 highest quality S&P 500 names as measured by their S&P Quality Ranking. It’s trailed the S&P 500 by 9% over the last 6 months, marking one of its weakest…
The skinny
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