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Dawson: This market has an incredible ability to shake off bad news
Youtube· 2025-10-20 21:18
All right. So, what do you make of just how investors are taking the recent tensions between the US and China, some of the uh credit issues we just hit on just a short time ago, and of course, the government shutdown going into its 20th day. >> Yeah, this market has had an incredible ability to shake off all negative headlines.And we think that the reality of why it's able to do that is because positioning was so light coming out of the April Liberation Day lows. And because you had institutional investors ...
Stella-Jones: Solid Business Amid Short-Term Weakness, Long-Term Value Intact
Seeking Alpha· 2025-10-17 23:39
I'm an insurance Case Manager with a deep interest in investing. My investment philosophy is all about buying high quality stocks and great businesses. My favorite businesses are those led by disciplined capital allocators, earn exceptional returns on capital, and can compound their invested capital over long periods of time.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I ...