Related by context. Frequent words. (Click for all words.) 47 Deepak Mohoni 45 Ambareesh Baliga 45 Guy Adami 44 macro headwinds 43 John Hussman 42 Sudarshan Sukhani 41 attractively valued 41 Mike Shedlock 41 Jeff Macke 40 Chuck Saletta 40 Todd Wenning 40 Pete Najarian 40 Pzena 39 Finerman 39 attractive valuations 39 cyclical upswing 39 Fridson 39 Matt Koppenheffer 39 Asness 39 Olstein 39 Levkovich 38 Outperform recommendation 38 Toby Shute 38 Rev Shark 38 Hatzius 38 Tim Beyers 38 cyclical 37 rerating 37 Jeremy Grantham 37 valuation metrics 37 Investopedia 37 PE multiples 37 flattish 37 Rupee appreciation 37 reacceleration 37 Ghriskey 37 Sinche 37 Morgan Housel 37 rate sensitives 37 Sonders 37 Belski 36 macro economic 36 degrowth 36 Joel Greenblatt 36 valuation multiples 36 valuations 36 richly valued 36 GSJB Were 36 Tjornehoj 35 relative underperformance 35 Underperform recommendation 35 Barton Biggs 35 Richard Pzena 35 underlying fundamentals 35 GuruFocus 35 EMs 35 emerging markets 35 cyclicals 35 relative outperformance 35 macroeconomic 34 TWST What 34 Dan Caplinger 34 supercycle 34 mean reversion 34 Dalio 34 Whitney Tilson 34 Heebner 34 inflexion point 34 cyclical upturn 34 outperformance 34 derisking 34 Yacktman 34 irrationally exuberant 33 Dreman 33 Lutts 33 Birinyi 33 FII flows 33 fundamentals 33 chartist 33 contrarian 33 IIP numbers 33 bullish 33 Hussman 32 Ken Heebner 32 largecap 32 Dunay 32 PE ratios 32 technically overbought 32 P Es 32 Bob Prechter 32 heightened risk aversion 32 cash generative 32 secularly 32 Prechter 32 underperformer 32 macro 32 PE ratio 32 underperform 32 underweighting 32 Cieszynski 32 toppy