Jim Collins is the Founding Partner of Portfolio Guru. Collins researches small stocks in his newsletter, MicroCap Guru, and uses income-investing principles to manage money for individuals on a fee-only, separately-managed account basis.
Previously, Collins spent 10 years as an equity analyst in New York and London covering the automotive sector for Lehman Brothers, Donaldson, Lufkin & Jenrette and UBS. He holds an A.B. in Economics and History from Duke University and has completed the academic requirements for the CFA designation.
Recent Articles By The Author
Here are my predictions for the S&P 500, bank stocks, the Federal Reserve's move on interest rates and much more in the coming year.
Amid the recent pullback you should be asking pointed questions.
The biggest winners from lowered tariffs would be workers at U.S plants that export to China
The fundamentals are still positive for the industry.
GM CEO Mary Barra is an obvious winner, while domestic suppliers are sure to be among the losers.
I am still not buying as I do not believe that we have seen the full erosion in equity market valuations from higher interest rates.