PREMIUM: COMPANY RISKS INCREASING

COMPANY RISKS INCREASING

In a WEALTHTRACK exclusive, 5-star manager David Giroux explains why more companies’ businesses are at risk

WEALTHTRACK Episode #1531; Originally Broadcast on Janurary 18, 2018

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DAVID GIROUX

• Portfolio Manager,
• T. Rowe Price Capital Appreciation Fund

Newsletter available soon.

Read the book: DEEP WORK: RULES FOR FOCUSED SUCCESS IN A DISTRACTED WORLD by Cal Newport
Deep Work = Concentrated focus on a topic, without interruption for 4 hours +
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“Wring every last drop of value out of your current intellectual capacity.”

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HIGH RISK/HIGH RETURN

Buy General Electric:

–Extremely undervalued

–Still has great aviation and healthcare businesses

–Power business has big secular challenges

–New CEO, Lawrence “Larry” Culp has turned around many businesses

• Amazon.com, Inc (AMZN)
• Alphabet, Inc (GOOGL)
• EOG Resources Inc (EOG)
• Concho Resources Inc (CXO)
• Apple Inc. (AAPL)
• Microsoft Corp (MSFT)
• Netflix Inc (NFLX)
• Waymo LLC = Self -driving subsidiary of Alphabet, Inc
• Texas Instruments Inc (TXN)
• Maxim Integrated Products Inc (MXIM)
• TE Connectivity Ltd (TEL)
• Lear Corporation (LEA)

This transcript will be available soon. More information regarding WEALTHTRACK transcripts can be found here

HOW DAVID GIROUX DELIVERS STOCK MARKET PERFORMANCE WITH MUCH LESS RISK

Posted on March 30, 2018

A rare interview with T. Rowe Price’s David Giroux. The two-time winner of Morningstar’s Allocation Fund Manager of the Year award explains how he manages market risk.
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PRODUCTIVITY BOOSTER

Top Portfolio Manager David Giroux recommends a book that he says has improved his and his team’s productivity significantly.