Sunday, July 30, 2017

Real Assets Stand Test of Time

The technology companies are changing the world. 20% plus topline growth is very impressive. But FAANG stocks have a lot of good things for the next decade already factored into the share prices. Many tech companies will be crossing the 1 Trillion Market Cap in next 2 years at this rate of valuation. Is this time really different or are we in another tech bubble, only time will tell.

Regardless of how the future unfolds real assets that produce cash and have barriers to entry will continue to retain value and grow value as real cash flows rise. Top picks include BRK-B, BAM (and child companies BPY, BIP, BEP, BBU).

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