Rathbones' Coombs: 3 US Stock Picks

A bias to growth and quality leads David Coombs, head of multi-asset at Rathbones, to ignore the valuation warnings and back US domestic stocks 

David Brenchley 7 August, 2018 | 8:33AM
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Ecolab, Ecolab Inc, Ecolab share price, US stocks, stock picks, US stock market

After a prolonged bull run, investors are wary of the toppy US stock market.

The latest sign of valuation concerns, according to Russ Mould, investment director at AJ Bell, is Berkshire Hathaway’s (BRK.B) record cash pile, which today sits at just shy of $130 billion.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Amphenol Corp Class A67.72 USD0.28Rating
Berkshire Hathaway Inc Class B275.57 USD-0.49Rating
Colgate-Palmolive Co80.75 USD-0.66Rating
Ecolab Inc209.85 USD-0.13Rating
U.S. Bancorp55.92 USD-0.04Rating

About Author

David Brenchley

David Brenchley  is a Reporter for Morningstar.co.uk

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