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Doll: Like Financials, Expecting Market Correction

Doll: Like Financials, Expecting Market Correction

Schwab Network · Schwab Network

April 2, 20256m 50s

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Show Notes

Bob Doll looks at the macro picture ahead of tariff announcements this evening. He’s focusing on companies with rising free cash flow and good return on equity. However, he’s not totally staying out of high-beta stocks, making his portfolio more “neutral.” His favorite sector is financials, and he expects a market correction still to come.


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