With a few days left for tax selling in 2016, it’s fair to ask if the other underperforming stocks in the Lifelong Income Portfolio are worth unloading. Here’s why we’re sticking with each and what makes them likely to go from dogs to darlings in 2017.
As companies realize the limits of cloud computing, they’re refocusing on their own private data centers. A recent pullback gives investors an opportunity to buy one of the leaders in making public cloud-private data center computing work well.
The holidays offer days off and closed markets, allowing you to take a breath, think long term, and adjust your portfolio as you see fit. We do the same, selling a few names and adding a couple to the Lifelong Income Portfolio.
Mexico’s king of convenience and soft drinks offers patient investors exposure to compelling near- and intermediate-term upside catalysts, though political uncertainty at home and in the US could weigh on the country’s equity market next year.
Geopolitical developments will increasingly shape the global economy and how investors allocate capital. We look at two companies primed to benefit from increased defense spending in key parts of the world.
A return to a more traditional US economic cycle would be good news for stocks as stronger growth and inflation drive pricing power, revenue growth and higher valuations. But watch these three signals to see if the economy backtracks.
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