Bring Your Rifle for Bear Season
Big Pharma: Buy the Dips
Although some of our best-performing stocks have come from cyclical sectors that benefit from the recovering global economy, every long-term portfolio should have some exposure to Big Pharma.
Strategy Review
Baseball Hall of Famer Wee Willie Keeler’s famously advised, “Keep your eye clear and hit ‘em where they ain’t.” This motto has an important corollary for investors: Buy what’s unpopular and hold the stock until the market discovers its value.
Big Pharma: Good for What Ails Your Portfolio
The largest global pharmaceutical companies have earned a reputation for resilience over the years. But investors shouldn’t overlook Big Pharma’s emerging growth story.
Verizon Communications: Should You Buy It Now?
Verizon Communications' (NYSE: VZ) second-quarter results demonstrate why its stock trades at a premium, but investors should wait for a pullback before adding to their positions.
Southern Exposure
The recent pullback in shares of Southern Company (NYSE: SO) represents a buying opportunity.
The Great Rotation
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.
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