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.
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.
Although we remain cautious on equities because of the increased potential for a bear-market correction, we continue to highlight secular growth stories with an eye toward buying these names on a pullback.
This leading textbook company continues to expand its margins and grow its recurring revenue by transitioning to digital content and leveraging its existing intellectual properties to penetrate the consumer market.
The US dollar continues to reign supreme in the global currency markets, resulting in tough sledding for American investors who own Canadian stocks. But bargains abound for patient investors who don’t mind collecting generous dividends while they wait for the market to settle and improve.
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