Brian Rogers, manager of the T. Rowe Price Equity Income Fund expects big-name large-cap stocks to heat up as part of the next economic cycle. He tells Chuck Jaffe that some smaller names may cool.
Brian is up 8% so far this year.
Are you seeing the market coming back?
"Everything goes cycles, growth cycles, value cycles etc... It all has to valuation basis, large cap is cheaper than the small caps."
"To me 95% is valuation based, maybe 5% momentum based."
"Sears, I will be a little bit cautious.... Take your profits"
Listen to the complete interview
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Brian is up 8% so far this year.
Are you seeing the market coming back?
"Everything goes cycles, growth cycles, value cycles etc... It all has to valuation basis, large cap is cheaper than the small caps."
"To me 95% is valuation based, maybe 5% momentum based."
"Sears, I will be a little bit cautious.... Take your profits"
Listen to the complete interview
Also check out:
