“The real reason the market’s rallied is… [analysts] underestimated the power of corporate earnings,” argues Michael Landsberg. He’s worried about parts of AI, including profitless companies, as well as portfolio underexposure or overconcentration in particular names. His stock picks include NextEra Energy (NEE), citing dividend growth and “demographic story.” He also likes Ensign Group (ENSG) in healthcare, and Arista Networks (ANET), which he thinks is “in the bargain bin.”

======== Schwab Network ========

Empowering every investor and trader, every market day.

Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe

Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185

Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7

Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch

Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore

Watch on DistroTV - https://www.distro.tv/live/schwab-network/

Follow us on X – https://twitter.com/schwabnetwork

Follow us on Facebook – https://www.facebook.com/schwabnetwork

Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/

About Schwab Network - https://schwabnetwork.com/about