Growth at a Reasonable Price Investing – Peter Tuz on Money Life with Chuck Jaffe

Peter Tuz, chief executive officer at Chase Investment Counsel, talks growth at a reasonable price investing on Money Life with Chuck Jaffe.

Click below to listen to Peter Tuz on Money Life with Chuck Jaffe.

The Chase Growth Fund is distributed by Quasar Distributors, LLC. 

The Chase Growth Fund’s investment objectives, risks, charges and expenses must be considered carefully before investing. The Statutory and Summary prospectuses contain this and other important information about the investment company and may be obtained by calling (888) 861-7556 or visiting www.chasegrowthfund.com. Read carefully before investing. 

Mutual fund investing involves risk, principal loss is possible. The Chase Growth Fund may invest in mid-cap companies, which involve additional risks such as limited liquidity and greater volatility. The Chase Growth Fund may invest in foreign securities traded on U.S. exchanges, which involve greater volatility and political, economic and currency risks and differences in accounting methods. Growth stocks typically are more volatile than value stocks; however, value stocks have a lower expected growth rate in earnings and sales.

The S&P 500 is an unmanaged index which is widely regarded as the standard for measuring large-cap U.S. stock market performance.

It is not possible to invest directly in an index.

The opinions expressed are those of the author and should not be considered a forecast of future events, a guarantee of future events nor investment advice.

As of July 31, 2024, the Chase Growth Fund held 1.6% Bank of New York Mellon Corp., 1.5% Digital Realty Trust, Inc., 2.6% Novartis A G ADR, 0.0% Visa, Inc., 0.0% Euronet Worldwide, Inc., 0.0% Apple Hospitality REIT, 0.0% Medical Properties Trust, Inc., 0.0% Bunge Global, 0.0% Prudential Financial, Inc., and 0.0% Bank of America Corporation.

Price-to-earnings (P/E) ratio is the proportion of a company’s share price to its earnings per share. A high P/E ratio could mean that a company’s stock is overvalued or that investors expect high growth rates. 

PEG ratio is a company’s Price/Earnings ratio divided by its earnings growth rate over a period of time (typically the next 1-3 years). The PEG ratio adjusts the traditional P/E ratio by taking into account the growth rate in earnings per share that are expected in the future. 

Stock momentum is a technical indicator that measures the rate at which stock prices rise or fall over a period of time. It’s calculated by subtracting the closing price from a set number of days ago from the current closing price, and then plotting the result around a zero line. A momentum value above zero indicates that prices are rising, while a value below zero indicates that prices are falling. 

Stock relative strength is a technical indicator that measures a stock’s momentum and price movement. It can help investors understand if a stock is overbought or undervalued, and if it might be ready for a reversal.

A 50-day moving average (DMA) is a technical indicator that shows the average closing price of a stock over the previous 50 trading days. It’s calculated by adding up the closing prices and dividing by 50. 

200-day moving average (SMA) is a financial analysis indicator that shows the average closing price of a security over a 200-day period. It’s calculated by adding up the closing prices for the last 200 days and dividing by 200. The SMA appears as a line on a chart that moves up and down with the longer-term price changes.