ACI CEO Todd R. Walsh was recently quoted in InvestmentNews to discuss identifying top investment themes for 2025.
Here is an excerpt below from InvestmentNews:
“Todd R. Walsh, CEO and chief technical analyst at Alpha Cubed Investments, said he likes the ‘dividend/value trade generally’ due to the Fed’s rate cutting. One name he is particularly fond of heading into 2025 is American Electric Power (Ticker: AEP) due to its 4 percent dividend and attractive valuation.
Longer term, Walsh said he is bullish on ASML (Ticker: ASML), saying their near-monopoly in EUV lithography technology should support a very strong recovery after recent stumbles.
‘It may be choppy through Q1 and Q2 with volatility in the tech space generally, but this name should weather the storm and come out the other side a winner for those looking for higher risk,’ Walsh said.”
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