Show notes
Is the market's resilience a sign of strength—or just an illusion driven by a handful of tech giants? On this episode of In the Money with Amber Kanwar, JoAnne Feeney, Partner & Portfolio Manager at Advisors Capital Management, unpacks what’s really going on beneath the surface of the S&P 500. From interest rates and inflation to tariffs and global instability, she explains why valuations are holding up—and why it’s a time to stay invested, but stay selective.In the mailbag, Feeney breaks down whether beaten-up names like Nike (NKE), UnitedHealth (UNH), Intel (INTC), and Target (TGT) have a path to recovery—or more pain ahead. She also weighs in on how Visa (V) and Mastercard (MA) stack up against stablecoins, what Tesla’s (TSLA) robo-taxi hype means for the stock, and whether defense players like Lockheed Martin (LMT) and Kratos (KTOS) still have room to run.Plus, her Pro Picks: discount retail gem TJX Companies (TJX), under-the-radar healthcare play Quest Diagnostics (DGX), and semiconductor leader Broadcom (AVGO), which she believes is quietly outshining Nvidia.Timestamps00:00 Show intro03:20 JoAnne Feeney’s investing style 06:00 U.S. vs International stocks09:40 JoAnne thinks Powell is doing exactly what he’s doing12:50 Understanding the U.S. consumer, tariffs and price increases 16:50 What risks would make JoAnne more cautious than she is right now?19:50 How does JoAnne think about real-time indicators and rates? 23:10 ITM Mailbag: Why JoAnne does not own Nike (NKE)24:50 JoAnne’s thoughts on UnitedHealth (UNH)26:40 JoAnne’s take on Visa (V) & Mastercard (MA) and what stable coins mean for the businesses 33:30 Why JoAnne doesn’t own Tesla (TSLA)37:50 Why JoAnne likes owning defence stocks41:15 Is there any hope for Intel (INTC)?44:50 JoAnne’s thoughts on Target (TGT)48:40 JoAnne’s Pro Picks 59:30 Goodbye & coming up SponsorsThis episode is sponsored by BMO InvestorLine. Learn more at https://wealth.bmo.com/wealth/onboard/onlineinvesting/#/set-expectation?lang=en&ecid=pr-2886232INV1-JNBMO20For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit raymondjames.ca today to discover how you can live a life well planned.Pro Picks is brought to you by ATB Financial. Visit ATB.com/inthemoney for more informationLinkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@[email protected] The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.BMO DISCLAIMER Terms and conditions apply. BMO InvestorLine is a wholly owned subsidiary of Bank of Montreal. Member – Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization. The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation is prepared as a general source of information and is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. If legal or investment advice or other professional assistance is needed, the services of a competent professional should be obtained. Any information contained in this presentation does not constitute and shall not be deemed to constitute advice, an offer to sell/purchase or as an invitation or solicitation to do so for any entity. The content of this presentation is based on sources believed to be reliable, but its accuracy cannot be guaranteed. BMO InvestorLine Inc. and its affiliates, sponsors and employees do not accept responsibility for the content and makes no representation as to the accuracy, completeness or reliability of the content and hereby disclaims any liability with regards to the same.In the Money delivers expert stock picks, market analysis, and timely investing insights. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers and financial experts. Covering everything from ETFs and Canadian stocks to global investing trends, dividend strategies, and risk management, this show is made for DIY investors, stock market enthusiasts, and anyone looking to sharpen their financial strategy.Contact: [email protected]#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews.