Over the past several quarters, we’ve assembled a Watch List of high-quality names that we’d consider adding on a pullback in the broader market. We revisit these stocks, their stories and their growth prospects.
We’ve added two new positions to the Wealth Builders Portfolio: A health care name that’s poised to benefit from pent-up demand in its key end-markets and growing consumer confidence, and a restructuring play in the tech sector that should unlock value for shareholders.
The vaunted diversification offered by exchanged-traded funds (ETF) dilutes your potential upside by offering exposure to a mix of winners and losers. Investors seeking differentiated performance should focus on building a balanced portfolio of individual stocks.
Industry consolidation, recovering demand for travel and lower fuel costs have provided the major US air carriers with a major tailwind. Our top picks should continue to outperform and would be good buys on any pullback.
The Wealth Builders Portfolio has delivered an average return of 13.9 percent since its inception in June 2013, topping the 9.4 percent gain posted by the S&P 500. We revisit our investment theses and outlooks for the model Portfolio’s leaders and laggards.
An increase in temporary staffing appears poised to become a permanent feature of the US labor market. Our top pick boasts some of the highest profit margins in this growing industry and focuses on supplying the information technology, life sciences and health care markets with highly trained professionals.
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