Barron's Streetwise A Second Chance to Panic
21 snips
May 2, 2025 Bryant VanCronkite, a Portfolio Manager at Allspring Global Investments, shares invaluable insights on navigating today's turbulent market. He discusses the shift towards value stocks over growth, emphasizing strategies for investors during downturns. The conversation touches on Disney's financial hurdles, the rising costs of family trips, and its stock performance relative to competitors like Netflix. Additionally, Bryant highlights opportunities in mid-cap stocks and presents interesting stock picks while urging a reassessment of investment strategies amid economic uncertainties.
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Jack's McDonald's Pickle Trick
- Jack shares a childhood trick of requesting pickles on the side at McDonald's to get more without extra cost.
- This playful anecdote illustrates how small consumer habits can emerge from everyday experiences.
Disney Struggles; Netflix's Streaming Strength
- Disney faces challenges as its movie Snow White isn't covering production costs and projects like Tangled are canceled.
- Netflix has grown to triple Disney's market value, becoming a recession-resistant streaming staple.
Revisit Portfolio Amid Rebound
- After market rebounds, revisit your portfolio and reduce panic-driven positions with more value and international diversification.
- Consider value ETFs and quality stocks to prepare for ongoing volatility and evolving economic conditions.