Among the losers in the current market rally are traditional brick-and-mortar retailers, as well as the real-estate investment trusts that invest in the malls and shopping centers that house them. Blame Amazon. However, the author of today’s article notes that “some of these plays still have attractive dividend yields and plenty of free cash flow to support higher payouts” – and he proceeds to identify a dozen to consider as potential income investments. To find out what these stocks are – all with yields above 3.5% – CLICK HERE.
It became the best-performing mutual fund by betting big on Amazon and Tesla, but now, with so many traditional tech stocks trading at such high valuations, the T. Rowe Price Global Technology Fund is selling off its position in those companies and shifting its focus to “companies with stable business models and ‘sticky’ customer relationships that are ‘very resistant to economic fluctuations.’” What category of stocks is the fund investing in now – and what three specific holdings does the fund’s manager highlight? CLICK HERE to find out.
He is worried about the reality of more and more people living longer and longer lives (and how they will afford it). He believes the massive influx into index funds is a “serious error” and that the collapse of index funds is “only a question of when.” He sees stock picking as “a dying art” and stock (or fund) picking as a necessity. And he has some advice for investors right now – hoard cash, buy gold and sterling, and invest in this type of stock. For renowned British investor Jim Mellon’s take on the current investing environment, CLICK HERE.
While the author of today’s article does not necessarily recommend shorting stocks (he instead advocates that investors use options if they want to bet against a stock), for those who still choose to go the shorting route – which involves unlimited downside potential – he advises shorting smartly, stating that “if you implement a few simple strategies, then you can capture gains and mitigate unnecessary risk.” To find out what these strategies for smart stock shorting are, CLICK HERE.
“Make hay while the sun still shines,” sums up the guidance for investors in a recent report from strategists at Morgan Stanley, who anticipate that the second half of 2017 will provide a favorable environment for returns, but that things will take a gloomier turn come 2018. For some of the bank’s specific strategic plays for the second half of this year – and what lies behind its bleaker forecast for next year – CLICK HERE.
If you aren’t familiar with convertible bonds, now may be the time to get familiar with them. As today’s article explains, “convertible bonds pay a regular interest coupon, just like a bond, but if the stock of the issuing company does well, the owner of the bond can convert it into shares and make an even bigger profit” – and the author proceeds to outline why convertibles may be a particularly smart buy now. What are the three reasons he highlights – and what have studies found to be the “sweet spot” when it comes to the percentage of a portfolio allocated to convertibles? CLICK HERE to find out.
For the first time since the dot-com bubble burst, tech is consistently hitting new highs – making it the best-performing sector of the year so far. However, when it comes to finding the tech-focused exchange-traded funds with the best returns, the author of today’s article states that “investors must venture outside of the broad tech ETFs into more niche areas, and in a few cases, outside the U.S. altogether.” From Chinese internet ETFs, to disruptive U.S.-based ETFs, and more, CLICK HERE for the top-performing technology ETFs of the year so far.
Of frontier markets, the author of today’s article notes that “their valuations tend to be cheap, the promise of growth great – and today, their returns are surging.” Moreover, while emerging markets are becoming increasingly correlated with developed markets, frontier markets tend to march to the beat of their own drums, providing diversification. So should frontier markets be a part of your portfolio? The author looks at the enticing aspects of this asset class currently – as well as the associated risks. To read more, CLICK HERE.
Members of the middle class in many Western countries are frustrated and demanding change – and this may represent a money-making opportunity for investors. Strategists at Credit Suisse have identified five “supertrends” that they believe investors can profit from in the coming years – and chief among them is the “disenchanted Western middle class”. What sectors are likely to benefit the most as Western governments seek to appease these groups – and what are the other four supertrends Credit Suisse has identified? CLICK HERE to find out.
When it comes to investing in agricultural commodities, one might reasonably believe that, as a result of population growth putting an increasing strain on food production, the best investment choice would be a pure play in agricultural commodity futures. However, the author of today’s article points out that commodity futures have actually been performing poorly of late. As such, she recommends investors look to “second-generation” plays rather than pure plays. To see which specific investments she highlights – including an international opportunity – CLICK HERE.