As the bull market stretches out another leg, Andres Cardenal, CFA highlights a few areas where value is still to be found. The author of The Data-Driven Investor, he combines a quantitative and fundamental analysis approach to his investing. In the current climate, he likes the market's outlook over the next 6-12 months as well specific ideas in U.S. tech such as Google, and opportunities abroad as in Brazil.
Topics Covered:
02:00 minute mark - Investing strategy, market outlook 04:00 - Reasons to be confident about China 05:30 - Thoughts on Brazil 07:30 - Lessons learned from the markets, macro issues, bear case is clear 11:30 - Quantitative signals, metrics 14:30 - Stock ideas, 22:00 - Market fears, risks to portfolio