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All content in these segments and/or articles is general in nature, not directed or tailored to any particular person, and provided for illustrative purposes only. The specific stocks discussed are not necessarily indicative of any future investments by Laffer Tengler Investments or the results of any future investments. Laffer Tengler Investments does not control and has not independently verified data provided by third parties, including the graphics, charts, and/or devices presented in this segment and/or article. While the information presented herein is believed to be reliable, no representation or warranty is made concerning the accuracy of any data presented. All information provided is for informational purposes only and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. No representations or warranties whatsoever are made by Laffer Tengler Investments or any other person or entity as to the future profitability of a portfolio or strategy or the results of making an investment. Past performance is not indicative of future results.
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Tengler: The Importance of Discipline

Nancy Tengler, Laffer Tengler Investment’s CEO and Chief Investment Officer, joins the latest episode of “The Alpha Exchange” with Dean Curnutt. Tengler’s career in money management has spanned more than three decades and has presented real world challenges and opportunities that have reinforced a philosophy on risk. First, she shares that her interest in money came from not having any of it, pushing her to first focus on savings and then on investing that savings.

She’s also come to believe that the biggest risk is not taking enough of it, a notion is a thread throughout our discussion. This idea dates all the way back to the crash of ’87, a harrowing episode during which Nancy was forced to look past the shocking volatility and argue that clients should put fresh money to work as part of a longer-horizon plan.

In this podcast, Tengler talks about the stratospheric valuations of tech stocks in the late 1990’s and she contrasts that period with today’s the more reasonably valued market leadership. In the present, she sees a secular tailwind coming from developments in cloud computing and in generative AI that will benefit not just the tech companies that create these innovations, but the older economy stocks like Walmart that deploy them as productivity enhancement tools. Next, we discuss the balance between the macro and the micro within her process. While being highly macro aware and concerned about top-down factors like US government debt, Nancy’s process emphasizes a study of business fundamentals along with a strong focus on evaluating the strength of management teams. Lastly, we talk about the women in finance movement and the work that Nancy is doing to promote financial literacy for females, including her book, “The Women’s Guide to Successful Investing”.

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Tengler on Yahoo Finance: Broadcom Is Ahead Of The Game

Nancy Tengler from Laffer Tengler Investments shared her views on AI-focused investments in the “Good Buy or Goodbye” segment on Yahoo! Finance. Tengler recommended Broadcom for its solid financial management post-VMware acquisition and impressive growth in AI, dubbing it the “poor man’s Nvidia.” The primary risk for Broadcom lies in its customer concentration, notably with Apple.

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