It’s morning in America. The shale oil and gas revolution has pushed the US closer to energy independence, giving the country a huge economic advantage over Europe, as well as China and other emerging markets.
The growing popularity of streaming video, not to mention cloud-hosted business services and the corporate world’s love affair with data collection and analytics, continues to drive exponential growth in Internet traffic and demand for reliable storage. We delve into the brick-and-mortar backbone of Big Data and find an unloved high-yielder with plenty of potential.
The stronger-than-expected revenue growth posted by the S&P 500’s constituents supports our thesis that US economic growth will accelerate meaningfully this year. We also review fourth-quarter earnings from the last two Wealth Builders Portfolio holdings to report results.
All our Lifelong Income Portfolio holdings have reported their results for the three months ended Dec. 31, 2013, and issued guidance for 2014. The prognosis: Expect another year of high yields, reliable dividends and solid upside.
Despite the precipitous selloff of emerging-market equities, the group’s long-term growth story remains intact. We highlight the best strategy for patient investors looking to add exposure to this theme.
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