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Patience Is Your Edge

Simon discusses how investors continue to equate the economy with the stock market despite the reality that they are often not in synch. Virus response success, for example, has not correlated well with stock market performance. Simon also looks at the often proclaimed death of value investing and how investors still have an edge by exercising patience and maintaining longer-term horizons. He makes the case for DHR, LHX, MCD, and VLO following their recent earnings reports.


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