2024-06-23 09:00:00 ET
Summary
- Value investing remains favorable, despite missing out on hot stocks like Nvidia and Dell Technologies due to inflated valuations in tech growth stocks.
- The stock market is forward-looking, with tech growth stocks already pricing in future earnings, potentially leading to lackluster gains in the future.
- Canadian Natural Resources offers stability with its oil sands reserves and strong free cash flow returns, while MPLX provides reliable cash flows and growth potential in the midstream energy sector.
Value investing remains my favorite way to put capital to work, even in this inflationary environment. That means, however, that I’ve missed out on some spectacular gains on hot stocks like Nvidia ( NVDA ) and Dell Technologies ( DELL ) this year, as AI has dominated the investor consciousness over much of the past year....
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