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(PRO Views are exclusive to PRO subscribers, giving them insight on the news of the day direct from a real investing pro.) Tim Seymour acknowledges it’s hard to navigate the different trade headlines hitting each day, but investors should realize most of these so-called deals are not “real” news and focus on the company fundamentals instead. The founder of Seymour Asset Management is a buyer of Apple (AAPL) today, but not because CEO Tim Cook is giving President Donald Trump a $100 million peace offering with a promise to manufacture more of its products on U.S. shores. AAPL 1D mountain Apple, 1-day The stock is rocking on the news but, as he explains in this video above, Seymour is buying because of Apple’s amazing second quarter where revenue increased by 10% and operating margins overseas expanded for the third straight period. Seymour discusses the next catalyst for Apple shares. In general, he said investors should not be swayed by these headlines that can sometimes boost or knock certain stocks depending on whether the companies are playing along with Trump’s trade narrative or not. Tim and I also discuss: Whether Nvidia is winning the trade gamesmanship with Trump. Implications of India’s new 50% tariff rate . The U.K.’s new friendly relationship with Trump and the best stocks to buy there. The history of the Grateful Dead and Golden Gate Park. Disclosure: Seymour is a portfolio manager, sub-advisor on the Amplify International Enhanced Dividend (IDVO) .
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