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Bull Market in Extra Innings: Key Metrics and Tariff Impacts to Watch
Manage episode 500445855 series 3645668
Bob Doll says the current bull run is in "extra innings," but he's not calling a strikeout just yet. Despite valuations in the top decile of history, he believes the fundamentals are still good enough to justify higher prices - for now. Doll shares his key takeaways on what to watch, including price to free cash flow, profitability, and the Federal Reserve's next move on interest rates. He also weighs in on the sectors that will feel the most pain from tariffs, including retail and some hard goods companies, and reveals where he's finding value in the market.
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7092 episodes
Manage episode 500445855 series 3645668
Bob Doll says the current bull run is in "extra innings," but he's not calling a strikeout just yet. Despite valuations in the top decile of history, he believes the fundamentals are still good enough to justify higher prices - for now. Doll shares his key takeaways on what to watch, including price to free cash flow, profitability, and the Federal Reserve's next move on interest rates. He also weighs in on the sectors that will feel the most pain from tariffs, including retail and some hard goods companies, and reveals where he's finding value in the market.
======== Schwab Network ========
Empowering every investor and trader, every market day.
Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe
Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185
Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7
Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch
Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore
Watch on DistroTV - https://www.distro.tv/live/schwab-network/
Follow us on X – https://twitter.com/schwabnetwork
Follow us on Facebook – https://www.facebook.com/schwabnetwork
Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/
About Schwab Network - https://schwabnetwork.com/about
7092 episodes
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