News & Insights
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wp_z64cbfylyr_posts.post_date DESC LIMIT 0, 6 " ["posts"]=> array(6) { [0]=> object(WP_Post)#4534 (24) { ["ID"]=> int(2435) ["post_author"]=> string(3) "139" ["post_date"]=> string(19) "2023-09-25 17:03:48" ["post_date_gmt"]=> string(19) "2023-09-25 17:03:48" ["post_content"]=> string(430) "Eric Lynch, Managing Director at Scharf Investments, is interviewed by Oliver Renick of the Schwab Network. As we’re closing in on a second monthly decline in equity markets with tech lagging under higher for longer interest rates. Shocking to some perhaps, but we are finding many opportunities for potentially faster forward 3-year EPS growth than the Magnificent 7 at 50-75% of the P/E multiple. Reminds us of 1999-2000." ["post_title"]=> string(76) "Eric Lynch Comments on Finding Opportunities Outside The “Magnificent 7”" ["post_excerpt"]=> string(430) "Eric Lynch, Managing Director at Scharf Investments, is interviewed by Oliver Renick of the Schwab Network. As we’re closing in on a second monthly decline in equity markets with tech lagging under higher for longer interest rates. Shocking to some perhaps, but we are finding many opportunities for potentially faster forward 3-year EPS growth than the Magnificent 7 at 50-75% of the P/E multiple. Reminds us of 1999-2000." 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He comments on the Federal Reserve as we enter the week of their decision and the opportunities he sees in the market." ["post_title"]=> string(40) "Brian Krawez Comments on Federal Reserve" ["post_excerpt"]=> string(215) "Listen to Brian Krawez, CFA, President of Scharf Investments, LLC, interview on Reuters at Noon. He comments on the Federal Reserve as we enter the week of their decision and the opportunities he sees in the market." 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["post_title"]=> string(63) "Scharf Investments Selected for 2023 CNBC Financial Advisor 100" ["post_excerpt"]=> string(115) "Scharf Investments is proud to announce that we have been named to CNBC's list of 100 top Financial Advisory Firms." 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Sometimes long term calls become real time overnight. In the video I cite our concern that Apple’s China risk (est. 90% supply chain and 20% revenues) wasn’t discounted in the share price at 29x PE and flat profit growth. The next two days we learn iPhones are banned at Chinese government jobs and they face real product competition in China from Huawei. Not to be blasphemous here in Silicon Valley…but we are finding quality businesses at half the Apple multiple and double digit profit growth outlooks!" ["post_title"]=> string(43) "Scharf Investments' Lynch on Global Markets" ["post_excerpt"]=> string(211) "Eric Lynch, Managing Director at Scharf Investments, discusses his outlook and investment strategies for global markets. He speaks with Haidi Stroud-Watts and Vonnie Quinn on "Daybreak Asia". (Source: Bloomberg)" ["post_status"]=> string(7) "publish" ["comment_status"]=> string(6) "closed" ["ping_status"]=> string(6) "closed" ["post_password"]=> string(0) "" ["post_name"]=> string(42) "scharf-investments-lynch-on-global-markets" ["to_ping"]=> string(0) "" ["pinged"]=> string(0) "" ["post_modified"]=> string(19) "2023-09-11 21:35:50" ["post_modified_gmt"]=> string(19) "2023-09-11 21:35:50" ["post_content_filtered"]=> string(0) "" ["post_parent"]=> int(0) ["guid"]=> string(37) "https://scharfinvestments.com/?p=2410" ["menu_order"]=> int(0) ["post_type"]=> string(4) "post" ["post_mime_type"]=> string(0) "" ["comment_count"]=> string(1) "0" ["filter"]=> string(3) "raw" } [4]=> object(WP_Post)#4672 (24) { ["ID"]=> int(2404) ["post_author"]=> string(3) "139" ["post_date"]=> string(19) "2023-09-01 20:24:39" ["post_date_gmt"]=> string(19) "2023-09-01 20:24:39" ["post_content"]=> string(1061) "Is risk off after a ferocious run year to date? Thank you Lisa Bernhard and Reuters for having me on to do a temperature check of the market heading into the fall. Just ahead of the Labor Day weekend in the US, the Labor Department brought out their August report which showed job losses, particularly in leading indicator industries, trucking and temporary agency firms. I point out this is: "typically what we've seen prior to past recessions with transportation down." I also noted that on the stock market there is a shift from cyclicals to defensives. "This was the first month since February that the Nasdaq and S&P weren't positive...and it looks like there are cracks in the magnificent seven (leading tech) stocks. The defensive sectors were leading the market instead of cyclicals." We see plenty of opportunities outside of the big tech leadership this year. International, value and non-tech sector stocks are available at double digit EPS growth rates and multiples much less than the 27x P/E of the S&P 500 Info Tech sector." ["post_title"]=> string(44) "Data in Jobs Report Could Indicate Recession" ["post_excerpt"]=> string(265) "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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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." ["post_title"]=> string(55) "CMCSA, NVDA: Market Gaga Over Big Tech, Time To Move On" ["post_excerpt"]=> string(394) "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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As we’re closing in on a second monthly decline in equity markets with tech lagging under higher for longer interest rates. Shocking to some perhaps, but we are finding many opportunities for potentially faster forward 3-year EPS growth than the Magnificent 7 at 50-75% of the P/E multiple. Reminds us of 1999-2000." ["post_title"]=> string(76) "Eric Lynch Comments on Finding Opportunities Outside The “Magnificent 7”" ["post_excerpt"]=> string(430) "Eric Lynch, Managing Director at Scharf Investments, is interviewed by Oliver Renick of the Schwab Network. As we’re closing in on a second monthly decline in equity markets with tech lagging under higher for longer interest rates. Shocking to some perhaps, but we are finding many opportunities for potentially faster forward 3-year EPS growth than the Magnificent 7 at 50-75% of the P/E multiple. Reminds us of 1999-2000." 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Video
Eric Lynch Comments on Finding Opportunities Outside The “Magnificent 7”
September 25, 2023
Eric Lynch, Managing Director at Scharf Investments, is interviewed by Oliver Renick of the Schwab Network. As we’re closing in on a second monthly decline in equity markets with tech lagging under higher for longer interest rates. Shocking to some perhaps, but we are finding many opportunities for potentially faster forward 3-year EPS growth than the Magnificent 7 at 50-75% of the P/E multiple. Reminds us of 1999-2000.
post
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Video
Brian Krawez Comments on Federal Reserve
September 15, 2023
Listen to Brian Krawez, CFA, President of Scharf Investments, LLC, interview on Reuters at Noon. He comments on the Federal Reserve as we enter the week of their decision and the opportunities he sees in the market.
post
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Article
Scharf Investments Selected for 2023 CNBC Financial Advisor 100
September 12, 2023
Scharf Investments is proud to announce that we have been named to CNBC's list of 100 top Financial Advisory Firms.
post
object(WP_Post)#4673 (24) { ["ID"]=> int(2410) ["post_author"]=> string(3) "139" ["post_date"]=> string(19) "2023-09-05 20:47:32" ["post_date_gmt"]=> string(19) "2023-09-05 20:47:32" ["post_content"]=> string(778) "Thank you Bloomberg News for having me on Tuesday to discuss international stock opportunites outside of US big tech. Sometimes long term calls become real time overnight. In the video I cite our concern that Apple’s China risk (est. 90% supply chain and 20% revenues) wasn’t discounted in the share price at 29x PE and flat profit growth. The next two days we learn iPhones are banned at Chinese government jobs and they face real product competition in China from Huawei. Not to be blasphemous here in Silicon Valley…but we are finding quality businesses at half the Apple multiple and double digit profit growth outlooks!" ["post_title"]=> string(43) "Scharf Investments' Lynch on Global Markets" ["post_excerpt"]=> string(211) "Eric Lynch, Managing Director at Scharf Investments, discusses his outlook and investment strategies for global markets. He speaks with Haidi Stroud-Watts and Vonnie Quinn on "Daybreak Asia". (Source: Bloomberg)" ["post_status"]=> string(7) "publish" ["comment_status"]=> string(6) "closed" ["ping_status"]=> string(6) "closed" ["post_password"]=> string(0) "" ["post_name"]=> string(42) "scharf-investments-lynch-on-global-markets" ["to_ping"]=> string(0) "" ["pinged"]=> string(0) "" ["post_modified"]=> string(19) "2023-09-11 21:35:50" ["post_modified_gmt"]=> string(19) "2023-09-11 21:35:50" ["post_content_filtered"]=> string(0) "" ["post_parent"]=> int(0) ["guid"]=> string(37) "https://scharfinvestments.com/?p=2410" ["menu_order"]=> int(0) ["post_type"]=> string(4) "post" ["post_mime_type"]=> string(0) "" ["comment_count"]=> string(1) "0" ["filter"]=> string(3) "raw" }
object(WP_Post)#4673 (24) { ["ID"]=> int(2410) ["post_author"]=> string(3) "139" ["post_date"]=> string(19) "2023-09-05 20:47:32" ["post_date_gmt"]=> string(19) "2023-09-05 20:47:32" ["post_content"]=> string(778) "Thank you Bloomberg News for having me on Tuesday to discuss international stock opportunites outside of US big tech. Sometimes long term calls become real time overnight. In the video I cite our concern that Apple’s China risk (est. 90% supply chain and 20% revenues) wasn’t discounted in the share price at 29x PE and flat profit growth. The next two days we learn iPhones are banned at Chinese government jobs and they face real product competition in China from Huawei. Not to be blasphemous here in Silicon Valley…but we are finding quality businesses at half the Apple multiple and double digit profit growth outlooks!" ["post_title"]=> string(43) "Scharf Investments' Lynch on Global Markets" ["post_excerpt"]=> string(211) "Eric Lynch, Managing Director at Scharf Investments, discusses his outlook and investment strategies for global markets. He speaks with Haidi Stroud-Watts and Vonnie Quinn on "Daybreak Asia". (Source: Bloomberg)" ["post_status"]=> string(7) "publish" ["comment_status"]=> string(6) "closed" ["ping_status"]=> string(6) "closed" ["post_password"]=> string(0) "" ["post_name"]=> string(42) "scharf-investments-lynch-on-global-markets" ["to_ping"]=> string(0) "" ["pinged"]=> string(0) "" ["post_modified"]=> string(19) "2023-09-11 21:35:50" ["post_modified_gmt"]=> string(19) "2023-09-11 21:35:50" ["post_content_filtered"]=> string(0) "" ["post_parent"]=> int(0) ["guid"]=> string(37) "https://scharfinvestments.com/?p=2410" ["menu_order"]=> int(0) ["post_type"]=> string(4) "post" ["post_mime_type"]=> string(0) "" ["comment_count"]=> string(1) "0" ["filter"]=> string(3) "raw" }
Video
Scharf Investments’ Lynch on Global Markets
September 5, 2023
Eric Lynch, Managing Director at Scharf Investments, discusses his outlook and investment strategies for global markets. He speaks with Haidi Stroud-Watts and Vonnie Quinn on "Daybreak Asia". (Source: Bloomberg)
post
object(WP_Post)#4672 (24) { ["ID"]=> int(2404) ["post_author"]=> string(3) "139" ["post_date"]=> string(19) "2023-09-01 20:24:39" ["post_date_gmt"]=> string(19) "2023-09-01 20:24:39" ["post_content"]=> string(1061) "Is risk off after a ferocious run year to date? Thank you Lisa Bernhard and Reuters for having me on to do a temperature check of the market heading into the fall. Just ahead of the Labor Day weekend in the US, the Labor Department brought out their August report which showed job losses, particularly in leading indicator industries, trucking and temporary agency firms. I point out this is: "typically what we've seen prior to past recessions with transportation down." I also noted that on the stock market there is a shift from cyclicals to defensives. "This was the first month since February that the Nasdaq and S&P weren't positive...and it looks like there are cracks in the magnificent seven (leading tech) stocks. The defensive sectors were leading the market instead of cyclicals." We see plenty of opportunities outside of the big tech leadership this year. International, value and non-tech sector stocks are available at double digit EPS growth rates and multiples much less than the 27x P/E of the S&P 500 Info Tech sector." ["post_title"]=> string(44) "Data in Jobs Report Could Indicate Recession" ["post_excerpt"]=> string(265) "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." ["post_status"]=> string(7) "publish" ["comment_status"]=> string(6) "closed" ["ping_status"]=> string(6) "closed" ["post_password"]=> string(0) "" ["post_name"]=> string(44) "data-in-jobs-report-could-indicate-recession" ["to_ping"]=> string(0) "" ["pinged"]=> string(0) "" ["post_modified"]=> string(19) "2023-09-11 20:31:20" ["post_modified_gmt"]=> string(19) "2023-09-11 20:31:20" ["post_content_filtered"]=> string(0) "" ["post_parent"]=> int(0) ["guid"]=> string(37) "https://scharfinvestments.com/?p=2404" ["menu_order"]=> int(0) ["post_type"]=> string(4) "post" ["post_mime_type"]=> string(0) "" ["comment_count"]=> string(1) "0" ["filter"]=> string(3) "raw" }
object(WP_Post)#4672 (24) { ["ID"]=> int(2404) ["post_author"]=> string(3) "139" ["post_date"]=> string(19) "2023-09-01 20:24:39" ["post_date_gmt"]=> string(19) "2023-09-01 20:24:39" ["post_content"]=> string(1061) "Is risk off after a ferocious run year to date? Thank you Lisa Bernhard and Reuters for having me on to do a temperature check of the market heading into the fall. Just ahead of the Labor Day weekend in the US, the Labor Department brought out their August report which showed job losses, particularly in leading indicator industries, trucking and temporary agency firms. I point out this is: "typically what we've seen prior to past recessions with transportation down." I also noted that on the stock market there is a shift from cyclicals to defensives. "This was the first month since February that the Nasdaq and S&P weren't positive...and it looks like there are cracks in the magnificent seven (leading tech) stocks. The defensive sectors were leading the market instead of cyclicals." We see plenty of opportunities outside of the big tech leadership this year. International, value and non-tech sector stocks are available at double digit EPS growth rates and multiples much less than the 27x P/E of the S&P 500 Info Tech sector." ["post_title"]=> string(44) "Data in Jobs Report Could Indicate Recession" ["post_excerpt"]=> string(265) "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." ["post_status"]=> string(7) "publish" ["comment_status"]=> string(6) "closed" ["ping_status"]=> string(6) "closed" ["post_password"]=> string(0) "" ["post_name"]=> string(44) "data-in-jobs-report-could-indicate-recession" ["to_ping"]=> string(0) "" ["pinged"]=> string(0) "" ["post_modified"]=> string(19) "2023-09-11 20:31:20" ["post_modified_gmt"]=> string(19) "2023-09-11 20:31:20" ["post_content_filtered"]=> string(0) "" ["post_parent"]=> int(0) ["guid"]=> string(37) "https://scharfinvestments.com/?p=2404" ["menu_order"]=> int(0) ["post_type"]=> string(4) "post" ["post_mime_type"]=> string(0) "" ["comment_count"]=> string(1) "0" ["filter"]=> string(3) "raw" }
Video
Data in Jobs Report Could Indicate Recession
September 1, 2023
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.
post
object(WP_Post)#5391 (24) { ["ID"]=> int(2407) ["post_author"]=> string(3) "139" ["post_date"]=> string(19) "2023-08-28 20:42:40" ["post_date_gmt"]=> string(19) "2023-08-28 20:42:40" ["post_content"]=> string(810) "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." ["post_title"]=> string(55) "CMCSA, NVDA: Market Gaga Over Big Tech, Time To Move On" ["post_excerpt"]=> string(394) "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." ["post_status"]=> string(7) "publish" ["comment_status"]=> string(6) "closed" ["ping_status"]=> string(6) "closed" ["post_password"]=> string(0) "" ["post_name"]=> string(25) "market-gaga-over-big-tech" ["to_ping"]=> string(0) "" ["pinged"]=> string(0) "" ["post_modified"]=> string(19) "2023-09-11 20:46:21" ["post_modified_gmt"]=> string(19) "2023-09-11 20:46:21" ["post_content_filtered"]=> string(0) "" ["post_parent"]=> int(0) ["guid"]=> string(37) "https://scharfinvestments.com/?p=2407" ["menu_order"]=> int(0) ["post_type"]=> string(4) "post" ["post_mime_type"]=> string(0) "" ["comment_count"]=> string(1) "0" ["filter"]=> string(3) "raw" }
object(WP_Post)#5391 (24) { ["ID"]=> int(2407) ["post_author"]=> string(3) "139" ["post_date"]=> string(19) "2023-08-28 20:42:40" ["post_date_gmt"]=> string(19) "2023-08-28 20:42:40" ["post_content"]=> string(810) "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." ["post_title"]=> string(55) "CMCSA, NVDA: Market Gaga Over Big Tech, Time To Move On" ["post_excerpt"]=> string(394) "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." ["post_status"]=> string(7) "publish" ["comment_status"]=> string(6) "closed" ["ping_status"]=> string(6) "closed" ["post_password"]=> string(0) "" ["post_name"]=> string(25) "market-gaga-over-big-tech" ["to_ping"]=> string(0) "" ["pinged"]=> string(0) "" ["post_modified"]=> string(19) "2023-09-11 20:46:21" ["post_modified_gmt"]=> string(19) "2023-09-11 20:46:21" ["post_content_filtered"]=> string(0) "" ["post_parent"]=> int(0) ["guid"]=> string(37) "https://scharfinvestments.com/?p=2407" ["menu_order"]=> int(0) ["post_type"]=> string(4) "post" ["post_mime_type"]=> string(0) "" ["comment_count"]=> string(1) "0" ["filter"]=> string(3) "raw" }
Video
CMCSA, NVDA: Market Gaga Over Big Tech, Time To Move On
August 28, 2023
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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