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Think stocks are too expensive to buy? Josh Wein of the Hennessy Cornerstone Growth Fund explains why he sees better opportunities beyond pricey mega-cap tech, shares the mid-cap stocks he’d buy now and reveals why he expects another 5–10% upside for the market this year.
00:00:00 Introduction
00:00:06 Q3 Market Momentum
00:00:58 Earnings vs. Yield Risks
00:01:50 Fed Rate Impact
00:02:32 Sector Allocation Strategy
00:03:07 Top Construction & Engineering Picks
00:04:31 Tudor Perini Valuation
00:05:13 Centuri Holdings Outlook
00:05:49 Mid-Cap Valuations
00:08:07 Capital Allocation to Mid Caps
00:08:43 Non-Industrial Mid-Cap Picks
00:09:44 Fairly Valued Sectors
00:10:50 Consumer Exposure
00:11:01 Consumer Stock Opportunities
00:12:05 Mid-Cap Investment Criteria
00:13:23 Mega-Cap Holdings
00:14:04 Market Outlook & Macro Risks
00:15:06 Top Bull Case Risks
00:16:03 S&P 500 Targets
00:17:46 Valuations & Investment Horizon
00:18:32 Rapid-Fire Stock & Market Picks
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Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
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