Two Reasonable Values Even in a Bull, Bull World
Even in a bull market that’s gone this high for this long, value and opportunity can be found. Here are two energy companies that offer strong businesses but haven’t yet convinced other investors of their full worth.
Are We Melting Up?
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.
Macro Income Talk
What could take utility stocks down a peg? At the end of the day, a rotation out of dividend-paying stocks could pose the biggest risk. These realities mean that active investors should stay disciplined and be nimble; volatility creates pain—and opportunities.
Income Investors: How Much Energy Should You Own Now?
How long will the energy sector’s underperformance of the past several years continue? Is energy still a sector worth holding for income-seeking investors? Let’s answer these two important questions.
From Growth to Value
Many investors and the financial media tend to get bogged down by volatility and “noise” in economic data releases. We prefer to look at a handful of big-picture indicators that have stood the test of time. And these indicators point to continued strength in the economy.
There’s Still a Place for Bonds in an Income Portfolio
Passive investment has had a dramatic effect on bond funds. And while that’s meant higher prices and lower yields for many, four in our coverage universe offer solid management, performance, and income.
Low Volatility, Heightened Concern
While the risks of today’s low-volatility stock market are clear, we continue to believe the next sell-off in the broader market will be a correction, not the beginning of a new bear market. Look for a rotation out of the growth-oriented fare and into cyclical and value groups.
When to Take Profits in Dividend Stocks
There are two times to sell even the best dividend stocks. We prepare our portfolio and ourselves in case those times come to pass as we head into earnings season.
Why Utility Stocks, Not Tesla Motors, Are the Smart Bet on Electric Cars
Investors prize utility stocks for their resilience, but don't overlook their upside exposure to several secular growth trends--including the electric car's long-term potential.
Back to School
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.