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Thursday, March 28, 2024

Phil Davis visits with Kim Parlee at Bloomberg’s MoneyTalk

Phil finds numerous opportunities for value investors in this difficult stock market.

The threat of a recession

“A recession is a label that you put on a set of economic circumstances.” 

Here are some of Phil’s “babies being thrown out with the bathwater”-stocks, i.e. solid, dependable companies with low debt:

Phil’s stock picks

Two stocks with a couple of option strategies:

 

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