PREMIUM: WARD

FLOURISHING FAANGS

The FAANGS will continue to flourish, even in a late cycle market says market-beating portfolio manager Howard Ward who owns them in his GAMCO Growth Fund.

WEALTHTRACK Episode #1546; Originally Broadcast on May 03, 2019

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HOWARD WARD

• Portfolio Manager ,
• GAMCO Growth Fund

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MAKE SURE YOU HAVE SOME DEFENSIVE HOLDINGS IN YOUR PORTFOLIO

Ward’s Choices: Counter-cyclical stocks like utilities and cell tower companies

Individual Investors’ Choices: Defensive non-stock assets like cash, Treasury bonds, gold …

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DOMINANT DYNAMICS

Buy Amazon
• Amazon.com, Inc. (AMZN)

AMZN data by YCharts

• Apple Inc. (AAPL)
• Alphabet Inc Class A (GOOGL)
• Facebook, Inc. (FB)
• UnitedHealth Group Inc. (UNH)
• Amazon.com, Inc. (AMZN)
• Walt Disney Co (DIS)
• Netflix, Inc. (NFLX)
• NextEra Energy, Inc. (NEE)
• American Water Works Company Inc (AWK)
• Crown Castle International Corp. (CCI)
• American Tower Corporation (AMT)

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

This is Howard Ward’s first appearance on WEALTHTRACK

MODERN PERSPECTIVE

A common piece of advice is “never do business with friends or family,” the belief being such relationships are problematical from the start. Such is not the case with veteran money manager Howard Ward whose son is now Associate Portfolio Manager of the GAMCO Growth Fund with boss, Mario Gabelli’s blessing.