The recent pullback in US equity markets reflects a perfectly healthy bout of profit-taking after an extended rally and shouldn’t be confused with something more sinister. Investors should buy the dips with confidence. Investors who focus on stocks with specific upside catalysts, as opposed to a macro-driven strategy, will outperform.
Software-as-a-service stocks emerged some of the hottest, momentum-driven names in 2013--and many of these high flyers crashed to earth earlier this year. But investing in these disruptive technologies doesn’t need to have the same effect on your portfolio. Focus on established names and traditional software companies making the jump to subscription-based models to build wealth over the long haul.
Consensus opinion is bearish on small-capitalization stocks. But investors who resist the group-think will find a fertile hunting ground for some of the best money-making opportunities in today’s market.
They'll tell you that America's best days have passed. Don’t believe the hype about the US as a waning economic power. Despite the ongoing gridlock in Washington, the world’s largest economy remains the go-to destination for investors seeking to outperform.
All our holdings in the Wealth Builders Portfolio have reported quarterly results, with most living up to or exceeding the market's expectations. We review the final five sets of earnings and revisit our investment theses for these names.
With ample exposure to the booming auto industry in the Wealth Builders Portfolio, we book a gain of almost 47 percent in BorgWarner (NYSE: BWA), a leading manufacturer of turbochargers. We also highlight our favorite sectors for the coming months.
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