Bull Sessions (1/17/2023)

Groundhog Day will be two weeks away. Can Herb Lemcool and SpaceCoast Florida hold on to their leads? We'll continue a look at housing with an Industry Study of Residential Construction. Is Wells Fargo in a slow motion "Margin Call?" Companies: D.R. Horton (DHI), Apple (AAPL)

In this January 17, 2023 Bull Sessions webinar, Mark Robertson and Ken Kavula provided updates on market valuation and portfolio performance using the Manifest Investing methodology. The discussion highlighted that the market remains relatively fairly valued with the Value Line arithmetic average tracking near historical trends, suggesting selective buying opportunities exist but are less abundant than in previous months. The speakers emphasized the importance of learning through investment club methodology and demonstrated how diversified small-cap portfolios continue to outperform larger-cap indices, with the Manifest 40 showing robust results despite headwinds from concentrated positions in major tech companies.