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Performance Prospectuses and Forms
Opportunity in Financials and Investor Misperceptions
Financials are again proving their resilience. We believe rising rates may boost earnings, offering significant opportunity from today’s low valuations
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When do Today’s “Story Stocks” become Irrational Investments?
A record number of SP500 stocks are selling for 10X Sales. With that starting valuation, can they ever achieve the leap of earnings and margins required to earn a respectable long-term return?
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Davis Advisors is an independent, employee-owned investment firm that specializes in managing equity portfolios. Our process has been honed over 50 years and three generations of investment success. See the video for more.
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