
Amazon: More Than Just a Dreamhouse Delivery Service?
Hiya Dream Investors! Barbie here diving into the financial deep end! So CNBC's been buzzing about the 'Magnificent Seven,' and guess what? Jeff Kilburg from KKM Financial is totally crushing on Amazon! He thinks it's a smart buy even with all the market craziness. Apparently their custom chips and Amazon Web Services are all the rage. As if I needed another reason to order a new Dreamhouse on Prime! Kilburg was all like 'I was worried about the Mag 7 being overconcentrated but now? It makes sense!' It's like when Ken finally understands my complex career – a total win!
FactSet Fashion: Earnings are SO Last Season
But wait there's more! Amazon's trading just below 32 times forward earnings which is apparently a steal compared to January when it was nearly 38. It’s like finding the perfect pair of shoes on sale – you just HAVE to grab them! After all "Life in plastic it’s fantastic!" but a good investment is even better.
Bond age: The Treasury's Topsy Turvy Tale
Now let's talk bonds. Philip Straehl from Morningstar is all about intermediate bonds right now. He says the fiscal backdrop is causing some drama but he likes Treasurys. 'We like Treasurys as an investment we do favor the intermediate part of the curve,' he chirped. It is just like when I'm trying to decide on a color for my Corvette…so many good choices. And Lauren Goodwin from New York Life Investments sees bond market volatility sticking around especially on the long end because foreign investors are being a bit fickle. It's like when Skipper suddenly decides she's too cool for sleepovers – so dramatic!
Fed Up? Or Fed to the Rescue?
Goodwin thinks the Fed might step in as a 'buyer of last resort' if things get too wild. They could even engage in some 'financial repression' to keep things in check. Whoa that sounds intense! But don't worry she doesn't think we're there yet. And dollar depreciation is still on the table. It is like when you spill pink nail polish on your favorite outfit! A total disaster. The take away message: Treasury market volatility is the 'new normal' for investors.
Low Vol ETFs: Your Dreamhouse's Security System
Okay time for some safety nets! Steve Sosnick from Interactive Brokers suggests low volatility stocks and ETFs because of all the geopolitical whatchamacallits. 'Lower Beta high divided stocks are definitely a way to stay invested while insulating yourself,' he exclaimed. It's like wearing a helmet while rollerblading – smart and stylish! He mentioned the Vanguard Russell 1000 Value ETF (VONV) and the Vanguard U.S. Minimum Volatility ETF (VFMV). Apparently they're outperforming the S&P 500. It’s like when I beat Ken at chess – totally empowering!
Come on Barbie Let’s go Investing!
So there you have it doll investors! Amazon's looking fab the bond market's a rollercoaster and low vol ETFs are your BFFs. Remember investing can be fun especially when you're rocking it in style. Now if you'll excuse me I have a board meeting to attend...at the beach! "I can be anything!" even a stock market guru.
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