We've been cutting exposure to exporters since early April. Dennis Jose More Quotes by Dennis Jose More Quotes From Dennis Jose Value spreads remain attractive, while quality stocks look very expensive. The fastest growing stocks in Europe also look cheaply priced, therefore from a portfolio perspective, we recommend a barbell approach of value stocks with good earnings momentum and high growth stocks. Dennis Jose healthcare It's a little bit surprising that a lower oil price is taken as such a negative by the stock market, but if lower oil prices cause a higher probability of defaults within energy companies, that could feed through to other sectors and lead to instability. Dennis Jose industrials The market is not overvalued if earnings...improve, and it looks like they will. Dennis Jose company-news
