Blog
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Data in Jobs Report Could Indicate Recession
September 1, 2023 | Media Mentions
Eric Lynch, Managing Director of Scharf Investments, says that data from the Labor Department's August employment report, out Friday, showed job losses in trucking and temp work, which is "typically what we've seen prior to past recessions." Lisa Bernhard has more.
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CMCSA, NVDA: Market Gaga Over Big Tech, Time To Move On
August 28, 2023 | Media Mentions
We think the market has been really gaga over these big tech names, and we do think that investors should be looking in other areas, notes Brian Krawez, CFA. He discusses opportunities outside of big tech, as well as the outlook for this year’s tech rally, highlighting NVIDIA (NVDA) and Comcast (CMCSA). He talks about growth opportunities for CMCSA as the stock is up 31% year-to-date.
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Stocks and Macro Trends (Audio)
August 22, 2023 | News
Brian Krawez, CFA, President of Scharf Investments, joins Bloomberg to give his stock picks and companies he likes amid the varying macro trends he sees in the market. Hosted by Paul Sweeney and Matthew Miller.
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What Do Buffett’s Q2 Investment Portfolio Actions Tell Us?
August 10, 2023 | News
Eric Lynch, Managing Director of Scharf Investments, discusses the recent earnings report from Berkshire Hathaway. It is both interesting and telling as it shows just how cautious Warren Buffett is being about current market valuations.
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Big Decoupling Between Earnings Growth and Market Performance
July 24, 2023 | News
Brian Krawez, President of Scharf Investments, talks about the excitement in the markets and why the S&P 500 continues to rise despite a projected decline in earnings growth.
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Seems Like 2000 Again
June 27, 2023 | News
Eric Lynch, managing director and portfolio manager at Scharf Investments, appeared on CNBC Asia’s “Street Signs” program on June 27, 2023. He shared his views on the current market environment and how the AI craze is very similar to the internet tech boom in 2000. He noted that there are areas within the market to find opportunities outside of tech. Eric shared his thoughts on compelling investment opportunities outside the U.S. in Heineken and Smith & Nephew.