Is the market's resilience a sign of strength—or just an illusion driven by a handful of tech giants? On this episode of In the Money with Amber Kanwar , JoAnne Feeney, Partner & Portfolio Manager at Advisors Capital Management, unpacks what’s really going on beneath the surface of the S&P 500. From interest rates and inflation to tariffs and global instability, she explains why valuations are holding up—and why it’s a time to stay invested, but stay selective. In the mailbag, Feeney breaks down whether beaten-up names like Nike (NKE), UnitedHealth (UNH), Intel (INTC), and Target (TGT) have a path to recovery—or more pain ahead. She also weighs in on how Visa (V) and Mastercard (MA) stack up against stablecoins, what Tesla’s (TSLA) robo-taxi hype means for the stock, and whether defense players like Lockheed Martin (LMT) and Kratos (KTOS) still have room to run. Plus, her Pro Picks: discount retail gem TJX Companies (TJX), under-the-radar healthcare play Quest Diagnostics (DGX), and semiconductor leader Broadcom (AVGO), which she believes is quietly outshining Nvidia. Timestamps 00:00 Show intro 03:20 JoAnne Feeney’s investing style 06:00 U.S. vs International stocks 09:40 JoAnne thinks Powell is doing exactly what he’s doing 12:50 Understanding the U.S. consumer, tariffs and price increases 16:50 What risks would make JoAnne more cautious than she is right now? 19:50 How does JoAnne think about real-time indicators and rates? 23:10 ITM Mailbag: Why JoAnne does not own Nike (NKE) 24:50 JoAnne’s thoughts on UnitedHealth (UNH) 26:40 JoAnne’s take on Visa (V) & Mastercard (MA) and what stable coins mean for the businesses 33:30 Why JoAnne doesn’t own Tesla (TSLA) 37:50 Why JoAnne likes owning defence stocks 41:15 Is there any hope for Intel (INTC)? 44:50 JoAnne’s thoughts on Target (TGT) 48:40 JoAnne’s Pro Picks 59:30 Goodbye & coming up Sponsors This episode is sponsored by BMO InvestorLine. Learn more at https://wealth.bmo.com/wealth/onboard/onlineinvesting/#/set-expectation?lang=en&ecid=pr-2886232INV1-JNBMO20 For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit raymondjames.ca today to discover how you can live a life well planned. Pro Picks is brought to you by ATB Financial. Visit ATB.com/inthemoney for more information Links https://inthemoneypod.com/ https://instagram.com/inthemoneypod https://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@inthemoneypod
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