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Stock ideas for 2021 with John Buckingham of Kovitz Capital

By Michelle Jones. Originally published at ValueWalk.

apply for the scholarship Virtual investor conference

ValueWalk will host a webinar with John Buckingham of Kovitz Capital on Feb. 23 at 12 p.m. Eastern. He will talk about seven themes his firm sees playing out this year, including some stock names. Buckingham also plans to bust some value and market-related myths.


The webinar will also include a 15-minute question-and-answer session after John Buckingham’s presentation.

Background on John Buckingham

Buckingham’s career spans more than 30 years. He took a position at AFAM Capital in 1987 and then joined Kovitz in 2018 when it acquired AFAM. Kovitz is a value-based wealth management firm that uses knowledge and logic to service its clients. Its investing values include discipline, patience and an “owner mind,” which enable the Kovitz team to filter out the daily markets’ noise and look for value through long-term performance.

In addition to his investment management experience, Buckingham is also editor of The Prudent Speculator, a trusted newsletter for more than 40 years. The newsletter offers financial planning advice and asset management services.

Buckingham is chairman of the AFAM Investment Committee and leads a team that completes comprehensive investment research and financial market analysis.

Investment style

As a well-known value investor, Buckingham pointed out during the market crash of 2020 that it was an excellent time for long-term investors. He bought stocks throughout the selloff in February and March and has been bullish for the long term. However, he was also prepared for further market declines in the short term due to uncertainties about the pandemic.

Buckingham said one of the challenges of buying equities during the pandemic was determining how to model valuations of companies that might not have any revenue for a quarter or two. Instead of earnings, the question became whether the company would make it through the pandemic and survive or thrive despite the problems.

Some of the stocks Buckingham bought in the early days of the pandemic included Lockheed Martin, 3M and Pinnacle West Capital. He also made some swaps, consolidating out of oil service stocks and moving into integrated oil stocks like ExxonMobil and Total.

The event is FREE for all Valuewalkpremium members but you need to register so we know how many spots. See below after paywall. If you want to join and are not a valuewalkpremium member please pay for tickets here or join today!

The post Stock ideas for 2021 with John Buckingham of Kovitz Capital appeared first on ValueWalk.

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