Bob Desmond: We're finding value everywhere

Financial expert, psychologist, friend. Financial advisers can wear many hats and selecting the right one can make all the difference to your wealth, but how do you find the right one for you?

Here’s what you need to know to select the right financial adviser for you

By David Thornton

Bob Desmond
Claremont Global

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Bob Desmond's view
Big Tech or Tech Staples

Technology is such a broad term... That can go from Tesla to Netflix to Microsoft and Alphabet... What we look for when we say Tech Staples are things that are very very stable.

We look for companies that are:
- Very established
- High margins
- Strong cash flow
- Strong balance sheets
-Strong track record of growth

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What should companies do with their cash?

"I would prefer on balance most of these companies to hold less cash... What we don't want them to do is to go and fritter away that cash. I think it's going to be a lot harder for Big Tech companies to do acquisitions...So rather they give it back to us as shareholders if they've got no use for it."

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Key timestamps for this episode:

1:00 – Market signals
3:00 – Are high P/E stocks a falling knife?
4:25 – Tech staples
7:30 – Concentration in a bear market
11:30 – Earnings season
15:30 – What should companies do with their cash?
21:30 – All sectors are attractive
24:00 – It all depends on your timeframe
27:10 – Managing your investors’ expectations
31:10 – Look long when everyone else looks short
34:00 – Buying Mastercard and Visa for a bargain
37:00 – The indispensable big tech icon 

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For more episodes of The Rules of Investing from Livewire, click the link below.

Is a golden era for income investors coming?

We're in "Tech Wreck 2.0", and some big names won't make it

How this Hall of Fame bear is buying the dip

Mark Landau: Why it's time to put down the last decade's playbook

... and more!

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