David Katz warns investors that they will pay “a lot more for stocks” after the resolution of the Iran war. He notes that historically, the market recovers quickly from conflict and thinks we’re near the bottom. Names like Microsoft (MSFT) and Meta Platforms (META) are “attractive” on a 12-month outlook, he says, and highlights stocks like Generac (GNRC) and Qualcomm (QCOM).
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