Skepticism toward central banks’ ability to stimulate the economy through extraordinary monetary policies has helped to inaugurate a new bull market for gold. We highlight some of our favorite mining stocks for aggressive and conservative investors.
Investors combing Europe for opportunities should focus on high-quality names. Adventurous readers may want to consider Spanish equities; the market trades at a discount to its European peers and could offer significant upside potential if sentiment toward Latin America continues to improve.
Divided-paying equities of all stripes have rallied hard since the Federal Reserve backed down from its plan to hike interest rates this year, propelling many of our favorite names to frothy valuations. We highlight a strategy for a challenging environment where rates remain low, and valuation multiples and economic uncertainty remain elevated.
Although most investors focus on China’s impressive economic expansion over the past two decades, the accompanying environmental challenges will create significant opportunities for savvy investors. Solid local partnerships will be critical to any international company looking to profit from China’s clean-up effort.
Subpar economic growth doesn’t support the S&P 500’s inflated valuation multiples, which have reached their highest levels since the 1999-2000 tech bubble. As part of our ongoing effort to reduce risk, we exit two of our Wealth Builders Portfolio holdings.
Reality has started to set in for the tech sector: growth in the overall online audience has slowed, and the leading players and markets have become entrenched. These trends have left more than a few shareholders and device manufacturers wondering where their sales went. But some markets and companies will mature gracefully—and profitably.
Leaving the EU won’t do Britain’s already-weak economy any favors, while the move could also jeopardize the UK’s own union. We examine the political and economic climate in Europe and its implications for investors.
This leading provider of sterilization equipment and services boasts a defensive business that generates significant recurring revenue and offers exposure to steadily growing demand from hospitals, surgical centers, pharmaceutical manufacturers and medical-device companies. A recent acquisition promises to fuel top-line growth in the near term and over the long haul.
We remain bullish on exploration and production companies with franchise assets, low production costs, strong balance sheets and high-quality management teams; these names stand to take market share in an environment where energy prices struggle to break out of their trading range. But investors need to buy at the right price.
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