Thoughtful Money with Adam Taggart · Sunday, July 26, 2026
David Hay suggests that in the current market environment, investors should be alert to opportunities, particularly in value stocks. He notes that deep value stocks are trading at very low multiples, with many good companies available at 10 times earnings or less.
“And I think a key message is that, you know, don't go to a bomb shelter, but be on alert for all these opportunities. And I just would reiterate, I think a great way to do that is to look at, you know, stocks for breaking out. So values very cheap. Within the value universe, the deep value is really cheap. Like unbelievably cheap. It's amazing to me how many companies out there, they're pretty good companies, they're trading at 10 times earnings or less.”