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3Q Investing Outlook: Why Farmer Likes PEP, TMO, UNH

3Q Investing Outlook: Why Farmer Likes PEP, TMO, UNH

Schwab Network · Schwab Network

June 20, 20259m 59s

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Show Notes

Karl Farmer says investors have to "be comfortable with short-term volatility" as the markets approach the 3Q. He's looking to any modifications coming to the Trump Administration's 90-day tariff pause for further clarity to escape the elevated volatility from 2Q. In terms of stock picks, Karl likes PepsiCo (PEP), Thermo Fisher Scientific (TMO) and UnitedHealth (UNH).


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