Lincoln National: Current Fundamentals And Valuation Do Not Support Further Upside (LNC)

Core Insights - The logistics sector has seen significant engagement from investors, particularly in the ASEAN and US markets, highlighting its growth potential [1] - The popularity of insurance companies in the Philippines has influenced investment strategies, leading to diversification beyond traditional savings [1] - The trend of investing in blue-chip companies has evolved, with a broader portfolio now including various industries and market capitalizations [1] Investment Focus - The current investment focus includes banks, telecommunications, logistics, and hotels, indicating a diversified approach to portfolio management [1] - The entry into the US market has expanded investment opportunities, particularly in sectors like banking, hotels, shipping, and logistics [1] Market Engagement - The use of platforms like Seeking Alpha has enhanced market analysis and comparison between different regions, particularly between the US and Philippine markets [1] - The experience of acting as a personal broker has provided deeper insights into the US market dynamics, facilitating informed investment decisions [1]