Focus On High Cash Flow Companies. You Are The Company You Keep.

person using MacBook Pro on table Image Source:

“Tomorrow belongs to those who can hear it coming.”- David Bowie

Market Commentary: Focus on high cash flow companies. You are the company you keep.

There are too many stocks acting well to expect a bear market right now.

This unloved bull market looks ready to go higher after this last pause.

Having just rebalanced The Trust 200 Index for 2025, based on our FACTS model of the “most trustworthy companies in America”, we see plenty of good companies that pass through our strict screening process.

The Trust 200 Index had another year showing you do not need to take excess risk to generate excellent returns. A diversified group of high-quality companies with great cash flow will do well in most environments.

I suggest stopping trying to call the top, and instead, it is better to look for great companies with excellent entry points.

You know it is “risk-away” when you see the moves taking place in corners of the markets like Fartcoin (no kidding) and the quantum computer space. Price and value often have nothing to do with each other. Be careful and disciplined.

Here is a to the FOX Business segment from 12/27 where I share my current best companies to consider and overall market views.
Economic data and market clues: Expect to see increasing volume come into the stock market and let’s see which sectors act the best. Forget most predictions. Let’s roll with the market.The US infrastructure buildout can be a multi-year theme. We see lots of great looking companies that should benefit as America first policies are enacted.For a longer and more in-depth look at the markets, please sign up for ProInvestors Insights newsletter. It includes contributions from me and a selected group of today’s most recognized investor services. Here is the link to sign up, it is 100% complimentary.Magnet® : Powell Industries Technip FTI GeneDX Holdings FACTS:Generac Argan Vistra