TROW - Dividend And Growth Stocks For An Overvalued Market With David Alton Clark

2024-06-10 09:30:00 ET

Summary

• David Alton Clark advises investors to be diversified across structures, sectors, and asset classes to capture alpha in the market.
• He is bullish on T. Rowe Price and Duke Energy, dividend stocks with little risk.
• Interest rates, Fed cuts and liking growth stocks like Dell.
• Updates on Exxon Mobil; thoughts on oil and energy.

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David Alton Clark, The Winter Warrior Investor, on capturing alpha with diversified dividend and growth stocks (0:40). Why he's bullish on T. Rowe Price and Duke Energy (4:50). Market cycles and buying at the point of maximum pessimism (9:30). Interest rates, Fed cuts and liking growth stocks like Dell (15:50). Updates on Exxon Mobil; thoughts on oil and energy (25:20).

Transcript

Rena Sherbill: David Alton Clark, you run The Winter Warrior Investor on Seeking Alpha. I've been reading your articles for over a decade. Welcome to the show. Welcome back to Seeking Alpha. It's always great to have you on.

David Alton Clark: Thanks, Rena. It's great to be with you.

RS : Yeah, it's always great to talk to you about stocks and investing. And I think a perfect place to start is in terms of talking to your Winter Warrior Investor subscribers and your readers in general, how do you explain the best way to capture alpha in the market? How do you look at being a retail investor? How do you advise retail investors to be approaching the markets these days?

DAC : Thanks, Rena. My first piece of advice would be to be diversified across structures, sectors , and asset classes. It's important to have diversity when it comes to your holdings, because there's always going to be situations where one sector or subset of stocks is up and the other one's down.

So, we have five portfolios in The Winter Warrior Investor. Three are dedicated towards income and two dedicated towards capital appreciation. We got SWAN and High Yield Income Portfolios, which aim for yields of 5% to 12%. And these include income generating assets such as BDCs, MLPs, C-Corps, ETFs. We've got high yield, which is higher risk....

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