Our Chief Investment Officer, Zach Jonson, was interviewed on CNBC early this morning to preview Walmart (WMT) earnings. Zach made the case for why WMT is one of the largest positions in SFM client portfolios and what we are looking for from the company this earnings season. He also discussed our portfolio positioning given the risk of an economic slowdown, as well as other areas of the market we favor today. Watch the full interview on CNBC’s website.
IMPORTANT DISCLOSURE INFORMATION
Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Stack Financial Management, Inc. [“SFM”]), will be profitable, equal any historical index or blended index performance level(s), or prove successful. SFM is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this interview serves as the receipt of, or as a substitute for, personalized investment advice from SFM.
Historical performance results for the investment indexes have been provided for general informational purposes only, and generally do not reflect the deduction of transaction or custodial charges, nor the deduction of an investment management fee, the incurrence of which would have the effect of decreasing historical performance results. Please Note: (1) performance results do not reflect the impact of taxes; (2) account holdings do not correspond directly to any such comparative index; (3) comparative indexes may be more or less volatile than your account; and (4) a description of each comparative index is available upon request.
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