Here are the sectors and stocks that could be trading at a discount right now.
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LifestyleTranscript
00:00So what's been interesting is, even with this sell-off, we've had some different sectors
00:05outperforming this year, and it makes sense. So some very defensive sectors like healthcare and
00:09consumer staples and real estate have outperformed, and the top three performers in the S&P 500.
00:16That makes sense, but that can go too far. So for us, we think healthcare is going to be a great
00:22sector this year, but we think staples have gotten expensive. Be careful with that defensive mode,
00:26because once we get some good news on the administration's policies, we're going to see
00:33people flooding back into technology. And I would tell you right now, technology is as cheap as we've
00:37seen it for three years. So you might want to start making a list of those stocks that perhaps
00:42you missed over the course of the last couple of years, and penciling in. And I think there's going
00:47to be some good buying opportunities, especially in those names that are tied to artificial
00:51intelligence, whether it's NVIDIA, which is down significantly from its all-time high.
00:55I think Microsoft would certainly fall into that bucket. And another sector that has been
01:01adversely affected over the course of the last couple of weeks has been financials. And some
01:05of the best banks out there, like J.P. Morgan, are trading at multiples we haven't seen in the
01:09better part of six months. So I think there's opportunity. You don't have to dive right in,
01:13but keep your eye open for things that you've always wished that you had bought. Start writing
01:18down that list, and I think you're going to get some opportunities over the coming weeks here.