15:I[66739,["/_next/static/chunks/0_jglizaxuvid.js?dpl=dpl_3DD9m2VJCfF4backj8XFu57cygkx","/_next/static/chunks/00yc4h63rurg4.js?dpl=dpl_3DD9m2VJCfF4backj8XFu57cygkx","/_next/static/chunks/01b21njbdx~~m.js?dpl=dpl_3DD9m2VJCfF4backj8XFu57cygkx","/_next/static/chunks/14s118kzsmuz9.js?dpl=dpl_3DD9m2VJCfF4backj8XFu57cygkx","/_next/static/chunks/166.u_60qj09..js?dpl=dpl_3DD9m2VJCfF4backj8XFu57cygkx","/_next/static/chunks/0g9_wl34k-6l4.js?dpl=dpl_3DD9m2VJCfF4backj8XFu57cygkx","/_next/static/chunks/0~r4f.cjjsl~b.js?dpl=dpl_3DD9m2VJCfF4backj8XFu57cygkx"],"default"] 17:I[38632,["/_next/static/chunks/0qqtp3r0h7kah.js?dpl=dpl_3DD9m2VJCfF4backj8XFu57cygkx","/_next/static/chunks/0iukvycbd42rl.js?dpl=dpl_3DD9m2VJCfF4backj8XFu57cygkx"],"IconMark"] 16:T55b,

Dave Sekera discusses valuations for tech companies and argues the whole market is trading a few percentage points above fair value. “If you’re really looking for value today,” look to small caps, he says, saying the sector is trading about 15% below fair value. He sees no recession “for the foreseeable future” but does say the economy is slowing. Right now, he’s finding opportunities in real estate, healthcare (especially medtech), and energy.

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Hunting for the Unloved Assets: Real Estate, Small Caps, Healthcare & More

Schwab Network

Hunting for the Unloved Assets: Real Estate, Small Caps, Healthcare & More