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Weighing Risk and Reward
Weighing Risk and Reward
Rupal Bhansali discusses the hidden risks in passive investing; why cash-rich companies are her contrarian pick; and how she balances risks/rewards in today’s markets.
Zombie Firms and Enterprise Staples
Zombie Firms and Enterprise Staples
Rupal Bhansali discusses the increase of “zombie firms” and how enterprise staples have become the new consumer staples stocks.
Is Inflation Coming Back?
Is Inflation Coming Back?
Charlie Bobrinskoy cautions investors of signs that may point towards looming inflation.
Are Markets Due for a Correction?
Are Markets Due for a Correction?
Rupal Bhansali discusses why corporate debt, earnings quality, and expectations give her concern for the markets.
When "Safe Stocks" Become Dangerous
When Safe Stocks Become Dangerous
Charlie Bobrinskoy discusses the dangers of hiding out in the stock market with "safe stocks."
Being a Great Company vs. Being a Great Stock
Blue Box Value
Charlie Bobrinskoy discusses Tiffany's quarterly earnings and overall market outlook.

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