The third quarter isn’t done yet but we thought we’d get a head start on the fourth quarter.

In this conversation John O’Connell, Chairman and CEO of Davis Rea Investment Counsel, and his colleague Zachary Curry, president at Davis Rea, analyze the prospects for stocks against the backdrop of the economy, earnings expectations, supply chain constraints, the Delta variant, and other factors.

Here’s why investors need to broaden out their lenses to focus on the companies that will thrive the next three months and well into next year.

This video is part two of a conversation that began with a conversation about inflation. (See the link below)

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