HomePersonal FinanceETFsBill Davis on Avoiding Mag 7 and Looking for Strong Fundamentals in WELL, DAL & More

Bill Davis on Avoiding Mag 7 and Looking for Strong Fundamentals in WELL, DAL & More

Bill Davis has some worries about the Mag 7’s P/E ratios. He highlights Tesla’s (TSLA) declining sales and says it’s in “real trouble,” yet its valuation is extremely high. He sees plenty of opportunities outside the Mag 7 and highlights his firm Hennessy’s ETF offerings that focus on companies with strong fundamentals. His stock picks include Welltower (WELL), Ford (F), and Delta Airlines (DAL).

Trading 360

12 Aug 2025

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