This year will be a good year US equity investors, but only if you take an active approach. In that vein, we’re booking profits on one portfolio member and cutting another to hold–protecting profits as sentiment and growth shifts.
Overseas investors must pay attention to the way proposed US trade policies will affect emerging markets. And within the ones best protected, Indian small caps are our favorite, especially as domestic reform turbulence subsides.
The big story for energy markets in the first half of 2017 will be a stronger-than-expected surge in US shale oil production that keeps the lid on global oil prices. To take advantage, we’re adding a midstream processing and pipeline company to the portfolio.
Whimsical humor may be an important component of this up-and-coming retailer’s branding strategy, but the management team is serious about driving outsized earnings growth and creating value for shareholders.
We remain cautious on US real estate investment trusts because of lofty valuations. But this group encompasses a wide range of business models, from commercial and multifamily properties to telecom assets and data centers. In addition to our existing Portfolio holdings, our survey of the space uncovered two REITs with the right business models, valuations and growth prospects.
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.
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