Clients sometime ask why we don’t own a particular stock; usually the stock in question is a highflyer that has been in the news and just made an enormous move in price. Or they might ask if we are considering the purchase of a fallen angel, a revered company that the market believes has lost its way.

To answer, it is important to note that a “good company” does not always make for a “good stock” just as a “bad stock” does not always make for a “bad company”. Today we go in-depth with our very own: Bob Morgenthau & Jeb Breece to discuss the ongoing Price vs Value debate.
At the center of it all? Discipline versus greed.

Neither Cannell & Spears nor its personnel provides tax or legal advice. You are urged to consult your tax or legal advisors concerning the impact on your personal situation of any potential strategy or investment. This material is presented solely for informational purposes and does not constitute investment advice. For further information, please see www.cannellspears.com or contact the firm by electronic mail at [email protected].

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