With the S&P 500 and the Nasdaq-100 indexes now sitting at new all-time highs relatively undisturbed, it makes sense to see some of the best companies in the United States economy start to go on a sort of “meltdown” mode for the coming months and quarters. This is exactly where the best opportunity will be for those investors who know what they are looking for.
More speculative growth names in the sector have stolen the spotlight from the fundamentally sound stocks. This divergence in attention (and capital) only creates a gap to be filled, and that is where patience will come into play, lest a sound portfolio fall victim to the usual fear of missing out that prevails during all-time high cycles.
