U.S. Vs International Opportunities: TSM & ALC
b'"U.S. valuations are becoming stretched, especially in growth and tech as international stocks keep getting cheaper in relation," says Patrick Todd. He believes that there are numerous opportunities to own high quality and high growth names domiciled internationally like Taiwan Semiconductor (TSM) and Alcon (ALC) stocks. In addition, he discusses opportunities in domestic and international healthcare, noting that the industry has a good growth potential.'