Specific ideas from Hagstrom:
- Likes the big caps with diversified revenue streams and solid dividends.
- Examples would be United Technologies (UTX, Financial), Coca-Cola (KO, Financial), Johnson and Johnson (JNJ, Financial).
- Large cap stocks will easily beat the bond market.
- Expects this low interest rate environment to continue for quite some time to come.
- He thinks exposure to anything in Southeast Asia is a good idea because growth in that region will continue to be strong for years to come.
- Thinks that Buffett is being quite vocal about the attractiveness of equities right now because valuations dictate it.
- Likes the big caps with diversified revenue streams and solid dividends.
- Examples would be United Technologies (UTX, Financial), Coca-Cola (KO, Financial), Johnson and Johnson (JNJ, Financial).
- Large cap stocks will easily beat the bond market.
- Expects this low interest rate environment to continue for quite some time to come.
- He thinks exposure to anything in Southeast Asia is a good idea because growth in that region will continue to be strong for years to come.
- Thinks that Buffett is being quite vocal about the attractiveness of equities right now because valuations dictate it.