While the firm earns a narrow moat, we think alternative solutions tailored to AI will capture share going forward, and view it as materially overvalued.
We're also watching consumption data for signs of inflation. Plus, home sales, a revision to the second-quarter GDP reading, and durable goods orders.
The travel-services firm has a powerful network effect, and recent initiatives will drive growth.
UPDATE: Leon Cooperman's stock picks at Delivering Alpha turn in mixed performance
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UPDATE: These four fund managers' secret to success: Don't go with your gut on stocks
Investors, this is your last warning about the U.S. stock market
TEGNA’s Board of Directors Approves Stock Repurchase Program and Reaffirms Capital Allocation Strategy
Our top managers remain cautious, focusing more on relative valuation and increasing their willingness to book gains in the face of a rising (but potentially overvalued) market.
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