Natural gas stocks are this expert’s top pick, not “overvalued” tech stocks

Annandale Capital founder and chairman George Seay tells Seana Smith and Brad Smith on Morning Brief that animals Spirits are powering the market. Seay outlined his strategy as “overvalued” tech stocks are driving the market on “animal spirits.”

“Technology has been dominant for years. Not just a few days. It’s really the driver of the market, and whether it can continue into 2025 and beyond really depends on animal spirits and the nature of speculation, so to speak,” West said. Yi added, “They are all overvalued.”

As some investors look for value opportunities, West warns, “If you look at small-cap stocks, if you look at international stocks, if you look at value stocks in financials, they’re all cheap, but they’re cheap for a reason. of.

He said natural gas stocks are his top pick. “I think they’re really, really out of favor. They’re priced very low. And I think there’s a lot of demand for this item. And I think as long as manufacturers show some discipline and don’t overproduce… .These stocks have a lot of upside potential.

To watch more expert insights and analysis on the latest market action, check out more morning briefings here.

This article was written by Naomi Buchanan.