Investing With IBD Ep. 359 Don’t Miss This Moment. Here’s How To Stay Engaged In Today’s Transformative Markets.
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Feb 11, 2026 Nancy Tengler, CEO and CIO of Laffer Tengler Investments and frequent CNBC contributor, is a value-focused investor who favors dividend-growth analysis. She discusses growth-at-reasonable-price investing, why dividends signal management confidence, navigating software sell-offs and AI opportunities, and the importance of staying invested to capture the market’s best days.
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Investing Through The Kuwait Crisis
- In 1990 Nancy managed a new $100M client as Iraq invaded Kuwait and the portfolio dropped to $80M.
- After the uncertainty cleared, her fund became the client's top performer.
A Few Days Drive Long-Term Returns
- Staying fully invested matters because a few best days drive most long-term returns.
- Missing those days drastically reduces compounded wealth over decades.
Don't Let Worst Days Force You Out
- Resist panic selling during worst days because they often precede the best rebound days.
- Use diversification or an 'iron gut' to stay invested through shocks.