In this clip from "The Future of Fintech" on Motley Fool Live, recorded on June 16, Motley Fool contributor Lou Whiteman discusses the need for investors to maintain a long-term mindset and weather the current storms beating down stocks that are, in fact, strong operators.
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Lou Whiteman: Looking at the markets and thinking about what I might want to do eventually. Right now there is, I think, a handful of good, young financial companies that are justifiably being hit because of what's going on with interest rates and that are going to have a nasty couple of quarters and the market is so focused on the one-year estimates and what the next quarter is, so the stocks are way down that I can't figure out how these businesses aren't going to weather the storm. If you look out five years, they're going to be a lot bigger. There's a whole big handful of those. I did put my friends AerCap (AER 1.44%), which is aircraft financing in there. But some of the more names for this show. I've mentioned Live Oak (LOB 1.35%) before, KingSett Capital, Walker & Dunlop (WD 1.18%). Just these good operators that have been beaten-down justifiably because interest rates are going to take their pound of flesh. We talk at Motley Fool a lot about the value of looking past the storm clouds and looking past the next six months or a year. I, personally, with all of those companies. I don't know which one of the pick, but I have a hard time believing that the Federal Reserve is going to kill the growth story long-term. I think that's just an interesting place to look at the small cap, interest rate-affected winners, strong operators.