Financial Author Thanks 30,000 Followers, Outlines Value Stock Picks to Combat Inflation and Power Future Portfolio Gains
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I just crossed 30,000 followers on Seeking Alpha after almost 10 years of writing. To celebrate, I explain why inflation remains sticky and the market seems overly optimistic about Fed rate cuts.
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With growth stocks overvalued compared to value, I believe we are in for a long period of value outperformance.
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I would invest $30K across 9 undervalued stocks today, including energy stocks like CNQ and FANG, industrial/defense names like Deere and L3Harris, and Pfizer.
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This hypothetical value portfolio has returned 15% per year since 2018, beating the S&P 500. Risk/reward favors continued outperformance.
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Thank you to all my 30K+ followers for your comments and insight over the years. I look forward to many more fruitful discussions ahead.