Michael Wursthorn

speaker

1,567 appearances 29 recordings 1 series first heard Jul 2017 last heard Nov 2021

Michael Wursthorn’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

No recordings in the last 12 months.Older appearances are listed below; set an alert to hear about the next one.

Appearances

newest first · ▶ plays the moment

WSJ Your Money Briefing · How to Find Cheap Stocks in a Hot Stock Market · 19 Nov 2019 podcast

we've seen significant inflows into all those value funds and they've outpaced growth as well.

So investors seem to be gravitating toward those.

And the benefit of those funds is that they give you a wide exposure to a lot of different value stocks.

So that's one way an individual investor could try to play this trade.

Thank you.

WSJ Your Money Briefing · Big Tech Shares Lose Their Wall Street Spotlight · 27 Aug 2019 podcast

So if you're looking at it on a year-to-date basis, these five stocks, they've all risen double-digit percentages.

They have a pretty healthy gain.

But that's not taking into account the fact that we had a pretty punishing year-end sell-off.

A lot of those stock prices recovered quite a bit.

If you look at, say, over the last 12 months, so from –

last August up until this August, you'd see that a lot of those five stocks are down, if not basically flat from where they were last year.

So they really haven't seen a lot of movement despite the ups and downs, all this volatility we've seen around trade, around slowing growth.

And that's really kept the broader stock market at bay.

I mean, we've hit a new record for the S&P 500, but it was about 3% over where that record was in 2018.

So there are a lot of people saying that without those five stocks really performing quite a bit better, you're going to see the stock market be in this real tough trading range for the future going forward.

Very much.

And for a lot of them, it's trying to look at these stocks as individual companies, individual components, and not this lockstep group that they have been treated as such before.

Since I'd say 2015, certainly 2016 and after that, for a lot of investors, the saying just basically went, if you bought Facebook, it made sense to buy Apple, Amazon, and Netflix because all the benefits that were working for one worked for all of them.

Now, because these companies are a lot more mature, because the macro issues facing a lot of companies around the world are becoming much more magnified, especially with trade tensions, investors are realizing that that doesn't work anymore.

So you got to look at Netflix just for its ability to combat its other streaming rivals, whether it be Disney or whether it be Comcast or some of these other companies.

Showing 461–480 of 1,567 · page 24 of 79