What is value investing in cyclical sectors? Industrials like
What is value investing in cyclical sectors? Industrials like Caterpillar trade at a discount to earnings growth expectations, with Q1 2024 EPS up 14% YoY while keeping valuations near 17x, offering solid upside for long-term portfolios. Nevertheless, 33.5% of Berkshire's $304 billion portfolio is invested in four companies that are using AI to supercharge their legacy businesses. the belief that, for most investors, there really is no alternative to the U.S. markets, and What is value investing amid shifting sector leadership? Rotation out of overvalued mega-cap tech into underpriced banks and energy stocks has been noted in ETF flows since mid-May, indicating a trend favorable to value-focused portfolios.
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