US stocks (^DJI,^GSPC, ^IXIC) cool from the recent rally fueled by President-elect Donald Trump’s win. Gradient Investments senior portfolio manager Jeremy Bryan joins Wealth! Host Brad Smith to discuss how investors can find value amid the pullback.
Bryan says, What we’re trying to pay attention to right now is what can grow in a market that maybe starts to go off of the AI-generated boom that we’ve had and now the post-election that is starting to come back down. ‘What stocks can continue to grow?’ … ‘What hasn’t participated?'”
There are “still have growth opportunities in the future, he says, adding, “The nice part about that is you can find those in different pockets, so you don’t have to concentrate yourself in one particular subsector [or] one particular region of the economy, in order to do that. You want to actually diversify that out and look in different areas to try to get that growth. But there are some opportunities out there for things that, you know, frankly, have had some difficult times over the past few months.”
Bryan names Wendy’s (WEN) and Coca-Cola (KO) as potential options for investors looking for value opportunities, saying the companies’ earnings “may not knock the cover off the ball,” but investors “can own [these stocks] through a potential storm.”
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This post was written by Naomi Buchanan.