The Importance of the Stocks You Select

Brian Belski from BMO Capital Markets discusses stock selection, comparing Apple's performance to the S&P 500. He highlights the importance of value investing, especially during market rallies, and identifies key sectors like financials and technology as promising areas for investment. The discussion concludes with a focus on core investment ideas and a thank you to Brian Belski.

What factors contribute to the traction of value strategies as mentioned in the text?

What is the outlook for industrials and healthcare sectors towards the end of the year?