Sarat Sethi, managing partner and portfolio manager at DCLA, is urging investors to look beyond mainstream momentum stocks (SPMO), (PTF), warning that while valuations in technology (XLK) and semiconductors (SMH), ( To ensure this doesnât happen in the future, please enable…
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Please disable your ad-blocker and refresh. Entering text into the input field will update the search result below Entering text into the input field will update the search result below Quick Insights Yes, valuations in technology and semiconductor sectors appear extended, which could pose risks for investors focused on these areas. High-quality stocks like Stryker, Ferrari, Visa, Mastercard, Comcast, Disney, Freeport-McMoRan, and Teck Resources currently trade at attractively low valuations compared to historical norms.
DCLA expects little chance of rate cuts soon due to strong employment and rising input costs; rising yields could pressure growth stock valuations further