Investors preference for low-beta names and dividend payers has pushed valuations of consumer staples and other safety-first fare to frothy levels. Our favorite cyclical sectors, on the other hand, sport favorable valuations and solid upside potential.
Treasury yields are on the rise and some of our favorite dividend-paying stocks have pulled back. Take advantage of this opportunity to buy quality names at a discount.
In each of the past three years, US economic activity has softened in the spring and early summer. Here's what to expect during this summer's doldrums.
Shares of coal producers have languished this year and remain out of favor with investors. Our favorite coal miner's stock trades at a deep discount but stands to benefit from several upside catalysts in the back half of 2013.