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.
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.
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.
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