Vox Markets Voices of Wall Street – Michael Farr, President & CEO of Farr, Miller & Washington

In today’s “Voice of Wall Street”, Hall of Fame investor Michael Farr of Farr, Miller & Washington takes me through:

What’s the outlook for equites going forward? Start
What do you expect from the Federal Reserve on Wednesday (15th Dec)? 05:55
Why did the expensive ‘Icarus’ type tech stocks fall recently, despite the decline in bond yields? 07:15
Where might the 10 year Treasury yield be in Dec’22? 10:10
Are equity valuations stretched? 11:50
How does Farr, Miller & Washington find compelling investments? 14:50
What’s your average holding period? 17:25
Stock ideas for 2022
Johnson & Johnson 15:20
4 portfolio ‘anchors’: Alphabet, Microsoft, Facebook/Meta & Apple 18:10
Fedex 22:25
CVS Health 23:55
Norfolk Southern 25:05
Accenture, Gartner & EPAM Systems 26:25
What about Chinese stocks (eg Alibaba)? 28:45
Lowes & Valmont Industries 32:55
When do you sell? 34:40
Ansys & Trimble 36:35
Goldman Sachs 38:30
Finally, what are your thoughts on ‘oil & gas’ stocks? 40:50


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