Finding 'value' in US equities

Peter Wilmshurst

Where is the US Equity Market headed? Can Opportunities still be found?

Due to expensive multiples, value investors may not find as many opportunities in the US as some others would. However, US is a deep market and there are still lot of individual stocks which are attractively undervalued - primarily in technology, financials and healthcare. We pick two 'surprise' stocks which still trade at a discounted P/TBV.

Peter Wilmshurst

Peter Wilmshurst is the portfolio manager of ASX listed Templeton Global Growth Fund (ASX: TGG) and an executive vice president in the Templeton Global Equity Group with research responsibility for banks in Europe, and Asian telecommunications...



Please sign in to comment on this wire.