Fox Business: Michael Landsberg Appears on FBN’s ‘The Claman Countdown’ To Discuss Stocks

May 30, 2025

Chief Investment Officer at Landsberg Bennett Private Wealth Management, Michael Landsberg joined Fox Business Network’s The Claman Countdown to share his views on sector performance, earnings strength, and areas of opportunity heading into June. As tariff discussions continue to dominate headlines, Landsberg emphasized that many investors are missing the earnings story beneath the surface.

Key Takeaways:

  1. Not all underperformers offer value: While some health care and pharmaceutical names were among the worst performers in May, Landsberg expressed caution. “Some of those stocks were down for good reasons,” he noted, pointing to clinical trial results and company-specific challenges. Rather than trying to time a bottom, he prefers to wait until companies show signs of recovery.

  2. Insurance remains a key focus: He highlighted a prominent global insurer with a premium client base as a core holding. “I typically don’t like to bet against insurance. They usually find a way to make money,” he said, adding that this company has performed well and continues to provide reliable service.

  3. Utility exposure through Florida’s growth: Landsberg pointed to a regulated utility operating in a fast-growing U.S. state as a way to access both stability and long-term opportunity. “Everyone wants to move to Florida,” he said. Population growth, combined with infrastructure demand and renewable energy exposure, makes it a compelling choice in his view.

  4. Earnings growth remains a core driver: Despite market focus shifting to tariffs, he pointed to strong earnings across key indices: NASDAQ up 23% year-over-year and S&P 500 up 12%. “We think earnings are going to continue to do well… maybe not quite as well, but still strong,” Landsberg said.

  5. Diversification matters in today’s market: Looking ahead to June, he urged investors to consider exposure outside the most heavily traded U.S. names. He remains underweight the biggest technology stocks and has shifted allocations to areas where valuations are more attractive. “Everyone piles into the same trades in the United States,” he noted, suggesting investors look elsewhere for value.

While much of the attention has shifted to trade and tariff headlines, Landsberg is staying focused on the fundamentals. He believes that consistent earnings performance will continue to support select areas of the market, particularly those that have not been the center of recent speculation. As June unfolds, his approach favors quality over noise, with an emphasis on disciplined allocation and broader diversification.

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