Value + Quality + Cash Flow Is King

March 12, 2026 08:00:00 am

Source: SeekingAlpha

2026-03-12 08:00:00 ET

Listen here or on the go via Apple Podcasts and Spotify

Scott Kaufman from The Dividend Kings explains the market's large rotation from growth focused investments to being overwhelmingly focused on value (0:35) Long-term structural shifts (2:00) Enbridge is overpriced (4:30) Software sell-off (5:30) Cashflow is king; Canadian National Resources, EOG Resources (7:00) Private credit selloff but no wide scale default (14:00) Bond yields remain low (18:00)

Transcript

Rena Sherbill: Scott Kaufman from The Dividend Kings . Welcome back to Investing Experts. Always great to talk to you....

Read the full article on Seeking Alpha

For further details see:

Value + Quality + Cash Flow Is King