GLOBALT Investments senior portfolio manager Thomas Martin joins Wealth host Brad Smith to discuss his earnings season outlook and top sector picks. Martin projects 15% overall earnings growth and a 10% rate of return, noting this combination would result in multiple contractions.
For outperforming sectors, Martin highlights financials, information technology, and communication services. As the market continues "broadening out," he also anticipates "decent growth" in healthcare.
Regarding specific investments, Martin favors "self-help type companies," specifically identifying Freshpet (FRPT) as a potential outperformed.
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