Despite the headwinds, Stahler said he still sees companies that are leaders in their spaces buying back shares and increasing dividends.
Stahler said he "particularly" likes Qualcomm .
In the meantime, Lancz expects the markets to take some backward steps. Despite the "recovery that’s coming," he warned of the effects of "inflation and taxes.”
“Any one of those things can take the legs out of this,” Lancz said.
However, he sees a bright spot in the commercial real estate sector.
“There’s a lot of buys out there and inflation is going to help bolster those prices in the near future,” he said of the sector.
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No immediate information was available for Lancz or Stahler.