A couple of old-tech stocks offered a good deal of value, 4-star portfolio manager Matthew McLennan said Monday.
“We view it as entrenched technology,” he said. “There’s always a new flavor of the month in technology—social media today, go back 15 years ago it was the B2B Internet IPOs and the like.”
Numerous news headlines have trumpeted major concerns about inflation, which has been at 40-year highs. But how should investors handle inflation as it pertains to their portfolios? At the Morningstar Investment Conference on Monday, Kevin Dreyer, co-CIO of Gabelli Funds, outlined some guidelines for investing in the age of inflation. Historic inflation Dreyer started by Read More
Where A 4-Star Manager Sees Value In Stocks