It has long been said that valuation alone is not a catalyst for a stock or group of stocks to move higher. We agree. One of the more difficult tasks for investors is recognizing the catalyst for an undervalued area before it starts to go higher. And if prices are low enough or attractive enough relative to other highly valued assets, a slight whisper may be all that is required. That whisper may well be the Federal Reserve (the “Fed”) cutting interest rates in September and perhaps forecasting a few more cuts into next year.

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