The S&P 500 is near record highs, but is it actually overvalued? Brian Belski, CEO and Chief Investment Officer at Humilis Investment Strategies, explains why he believes the market isn’t as expensive as many investors think. Plus, he shares where he’s finding value and the sectors and stocks he likes for the second half of the year.
00:00:00 Introduction
00:00:22 S&P 500 price target view
00:01:23 Timing a market correction
00:01:57 Sectors to buy right now
00:02:29 Underweight Meg-7 stance
00:03:28 Communication Services picks
00:04:43 Valuation vs. price performance
00:05:40 Bank plays: Wells & Citi
00:07:14 Avoiding Consumer Staples
00:08:22 Market shock triggers
00:09:03 Diversifying tech holdings
00:10:05 Long-term process discipline
00:10:41 Small & mid-cap outlook
00:11:38 Small vs. large cap earnings
00:11:48 Rapid Fire: This or That
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Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
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