Is the market's resilience a sign of strength—or just an illusion
driven by a handful of tech giants? On this episode of In the
Money with Amber Kanwar, JoAnne Feeney, Partner & Portfolio
Manager at Advisors Capital Management, unpacks what’s really
going on beneath the surface of the S&P 500. From interest
rates and inflation to tariffs and global instability, she
explains why valuations are holding up—and why it’s a time to
stay invested, but stay selective.
In the mailbag, Feeney breaks down whether beaten-up names like
Nike (NKE), UnitedHealth (UNH), Intel (INTC), and Target (TGT)
have a path to recovery—or more pain ahead. She also weighs in on
how Visa (V) and Mastercard (MA) stack up against stablecoins,
what Tesla’s (TSLA) robo-taxi hype means for the stock, and
whether defense players like Lockheed Martin (LMT) and Kratos
(KTOS) still have room to run.
Plus, her Pro Picks: discount retail gem TJX Companies (TJX),
under-the-radar healthcare play Quest Diagnostics (DGX), and
semiconductor leader Broadcom (AVGO), which she believes is
quietly outshining Nvidia.
Timestamps
00:00 Show intro
03:20 JoAnne Feeney’s investing style
06:00 U.S. vs International stocks
09:40 JoAnne thinks Powell is doing exactly what he’s doing
12:50 Understanding the U.S. consumer, tariffs and price
increases
16:50 What risks would make JoAnne more cautious than she is
right now?
19:50 How does JoAnne think about real-time indicators and
rates?
23:10 ITM Mailbag: Why JoAnne does not own Nike (NKE)
24:50 JoAnne’s thoughts on UnitedHealth (UNH)
26:40 JoAnne’s take on Visa (V) & Mastercard (MA) and what
stable coins mean for the businesses
33:30 Why JoAnne doesn’t own Tesla (TSLA)
37:50 Why JoAnne likes owning defence stocks
41:15 Is there any hope for Intel (INTC)?
44:50 JoAnne’s thoughts on Target (TGT)
48:40 JoAnne’s Pro Picks
59:30 Goodbye & coming up
Sponsors
This episode is sponsored by BMO InvestorLine. Learn more at
https://wealth.bmo.com/wealth/onboard/onlineinvesting/#/set-expectation?lang=en&ecid=pr-2886232INV1-JNBMO20
For over 25 years, Raymond James has been helping Canadians
achieve their financial goals. Visit raymondjames.ca today to
discover how you can live a life well planned.
Pro Picks is brought to you by ATB Financial. Visit
ATB.com/inthemoney for more information
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In the Money delivers expert stock picks, market analysis, and
timely investing insights. Hosted by business journalist Amber
Kanwar, each episode features interviews with top portfolio
managers and financial experts. Covering everything from ETFs and
Canadian stocks to global investing trends, dividend strategies,
and risk management, this show is made for DIY investors, stock
market enthusiasts, and anyone looking to sharpen their financial
strategy.
Contact: questions@inthemoneypod.com
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