John Tobin, portfolio manager at Epoch, talks about Fed policy, global trade, diversification and stocks that provide shareholder yield.
Fed policy and global trade »
Stocks that provide shareholder yield »
John Tobin on BNN Money Talk
John Tobin joined BNN’s Money Talk to talk about what risks to be mindful of and companies he’s looking at this earnings season. He stresses the importance of focusing on companies that are generating free cash and have transparent capital allocation policies, with dividends always being positive. Watch»
David Pearl on Bloomberg Surveillance
On Bloomberg Surveillance with Tom Keene, Co-CIO and Portfolio Manager David Pearl discusses how to avoid the pitfalls of value traps by investing in companies who can grow their free cash flow. He also talks about the currency dilemma within Brexit.
Growth is Secret to Free Cash Flow »
Lessons Learned from Brexit »