FYI: ( Slide mouse to 15:45 for Peter Vanderlee interview.)
Peter Vanderlee of ClearBridge Investments said that between low payout ratios and reasonable rates of growth, investors in dividend-paying stocks should have a positive outlook as they play defense against the slowing economic and market conditions likely to be in place over the next few years. Vanderlee noted that while there has been a flight to safety among investors, they have not bid up dividend-payers to where investors can't get fair values and the occasional bargain. Also on the show, Ray Baraldi and Richard Flahive of HighTower Advisors discussed the processes they believe investors should be following during the 'accumulation phase' of their lifetimes, Matt Schulz of CompareCards.com talked about how many consumers now find back-to-school shopping more stressful and costly than holiday shopping, and Randy Bateman of Balcones Investment Research returned to the Market Call to talk top-down investing and the companies that will benefit from robotics
Regards,
Ted
https://www.stitcher.com/podcast/moneylife-with-chuck-jaffe/e/63363681?autoplay=truehttps://www.morningstar.com/funds/xnas/sopax/quote