Charlie Bobrinskoy Sees Value In Cyclical Companies, Not In Blue Chip Consumer Staples

Mar 10, 2015

We are now in the longest bull market since the 1940s. The S&P 500 has tripled.

Are you worried yet?

Charlie Bobrinskoy of Ariel Funds still sees people who are scarred from the 2008 collapse.

What he observes is that the really great companies like Coca-Cola (KO, Financial) or PepsiCo (PEP, Financial) are very expensive, but that anything with even a hint of cyclicality is much more attractively valued.

Watch the latest video at video.foxbusiness.com

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