Healthcare highlights and long-term wins in consumer staples

In this episode of InFocus, Mike Gassewitz, CEO of TriCert Financial Group, discusses the latest developments in the consumer staples and healthcare sectors with TriCert Investment Counsel Portfolio Manager Brian Durno, CFP®, CFA®.

Brian shares positive news about Amgen and highlights the robust performance of consumer staples, with revenue and earnings growth surpassing expectations. They delve into Walmart, illustrating the importance of long-term investment strategies despite short-term market reactions. The episode concludes with insights on market trends, inflation impacts, and the defensive nature of consumer staples during economic downturns. Tune in to gain valuable perspectives on market dynamics and investment strategies.

Recorded on May 29, 2024

 

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