A Remembrance of Picks Past
We revisit our picks from the last 15 months, check how our performance stacked up relative to the S&P 500, and update our thoughts on these names.
Blockbuster Deal Creates Buying Opportunity
What happens when a health insurer, pharmacy network and prescription benefits manager come together in a merger?
Are We Melting Up?
We continue to see new market leaders emerging to carry stocks higher and expect the upside momentum to carry through the year’s end. Expect value stocks to benefit the most, leading us to add a strong value-oriented auto play to the portfolio.
Industrial-Grade Retail
This industrial distributor generates solid free cash flow, trades at a discount valuation, and offers exposure to a turnaround story that should gain traction in coming years.
Investors, This Bud’s for You
Anheuser-Busch InBev’s unparalleled scale and experienced management team give the company a huge competitive advantage in capitalizing on long-term growth in emerging markets and turning the craft-beer headwind into a tailwind.
Risk Management and Positioning for the Future
We exit a few positions where our investment theses no longer hold, kick the tires on two of our winners and round out the Wealth Builders Portfolio’s financial sleeve with a new addition.
The Glass Remains Half Full
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.
This Discount Retailer Is No Joke
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.
Crystal Ball 2017
We review our 2016 forecasts and look at the out-of-consensus calls and market trends likely to generate market moves and profit in 2017.
Four Strategies When There Are No Safe Spaces
Examining S&P 500 sectors reveals there are no safe havens, so you better stick to these four key strategies to mitigate downside potential.