Barron's Streetwise
D.A. Davidson's Top Stocks
Oct 6, 2023
Discussion on DA Davidson's top stock picks and the impact of rising yields on the stock market. Exploring the history and implications of rising bond yields. Insights on grain trades, bison and D.A. Davidson's 'best of breed bison initiative'. Criteria for identifying outperforming stocks and the concept of 'moat'. Dominant players in growing markets and attractive investments in copper supply.
24:50
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Quick takeaways
- Stocks can still perform well even with higher bond yields due to companies securing fixed-rate debt at lower yields and becoming more efficient.
- Investors can upgrade their portfolios with higher-quality stocks from DA Davidson's Best of Breed Bisons list to navigate market fluctuations and position themselves for long-term success.
Deep dives
Bond Yields and Stocks
Rising bond yields have led to some volatility in the stock market. While higher yields could hamper stock returns, strategists at Goldman Sachs, Morgan Stanley, and JP Morgan suggest that stocks can still perform well even with higher bond yields. Companies have prepared for this moment by securing fixed-rate debt at lower yields and becoming more efficient. Savita Subramanian from Bank of America Securities remains bullish on US stocks.
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