IPH #89: Investing Through Another Bubble; Ranking Magnificent Seven Stocks; Update On China
Chit Chat Stocks
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Financial Sector Investment Preferences
The speakers analyze the growth potential, valuation, and advantages of financial companies such as Ally, American Express, Discover, Nellnet, and Adien. They also discuss the impact of interest rates on savings rates and net charge off rates for financial stocks, expressing a preference for buying before the Fed rate announcement. They briefly mention other stocks they once liked but no longer find attractive and hint at another stock they like without providing details.
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