Buying the Hiccups
At these levels, traders are more likely to sell first to lock in profits and ask questions later; earnings hiccups can create opportunities for investors who take a longer view.
Catalysts for Growth
In the first of a two-part series, we examine the potential upside catalysts–above and beyond dividends and their growth–for Lifelong Income Portfolio members. These catalysts offer important near-term potential as we enter the second half of the year.
On Track for a Great 2017
Each of our Lifelong Income Portfolio recommendations has reported first-quarter earnings and guidance for calendar year 2017. We review the results and identify the top takeaway to guide us forward.
Q4’s Last Reporters: A Special Group of Stocks
The final five Lifelong Income Portfolio members released their numbers, allowing us to gauge their health and dividend stability. Given the difficulty of revenue growth for many companies, it’s more important than ever to examine how costs and operations are being managed.
The Wild World of REITS
We remain cautious on US real estate investment trusts because of lofty valuations. But this group encompasses a wide range of business models, from commercial and multifamily properties to telecom assets and data centers. In addition to our existing Portfolio holdings, our survey of the space uncovered two REITs with the right business models, valuations and growth prospects.
And the Last Shall be First
With a few days left for tax selling in 2016, it’s fair to ask if the other underperforming stocks in the Lifelong Income Portfolio are worth unloading. Here’s why we’re sticking with each and what makes them likely to go from dogs to darlings in 2017.
Holiday Season Moves
The holidays offer days off and closed markets, allowing you to take a breath, think long term, and adjust your portfolio as you see fit. We do the same, selling a few names and adding a couple to the Lifelong Income Portfolio.
Quarterly Earnings and the Challenge of the Exchange Rate
The remaining Lifelong Income Portfolio members report earnings, and they look consistent and strong. A common thread is the challenge of a fluctuating exchange rate.
Forget the Federal Reserve: Focus on Fundamentals
While the market fixates on whether the Federal Reserve will hike rates, too many income-seeking investors ignore the danger lurking in their portfolios.
The Rest of the Story
All our Lifelong Income Portfolio holdings have reported first-quarter results; we delve into the latest batch of earnings and revisit our investment theses for these names.