“Certainly these are contrarian kinds of ideas,” states Robert Kleinschmidt, CEO and Chief Investment Officer of Tocqueville Management L.P., who offers up three contrarian stock picks in today’s article. To see what Kleinschmidt’s three contrarian stock pick ideas – including a well-known tax preparation firm and an Israeli-based countertop maker – are, and why he believes each is an attractive option even though Wall Street sentiment on each is, for the most part, negative – CLICK HERE.
When it comes to what lies ahead in 2017, today’s article notes that “the consensus, broadly, is that the 35-year bull market in bonds is over, inflation is back, central banks are maxed out, and for the first time in a decade any stimulus to the global economy will now come from governments.” But one need only look to the results of the election to be reminded how wrong the consensus can be. As such, today’s article looks at some “against the grain” calls and potential “black swan” events for the coming year. To read more, CLICK HERE.
“I don’t doubt Trump’s desire to bring change was sincere and I hope he succeeds. But hope makes for a very bad investment strategy. Hence your portfolio should always be prepared for the worst.” This is the position of the author of today’s article, who identifies five of the strongest headwinds he believes President-elect Trump will face in enacting his pro-growth agenda – and thus five of the strongest reasons for investors to include some “Trump insurance” in their portfolios. What are these five headwinds, and what does the author recommend as the best way to go about acquiring some Trump insurance? CLICK HERE to find out.
While the iPhone 7 was only rolled out this past September, many followers of Apple are already looking towards next fall’s release of the iPhone 8 – with its reported radical new features – with anticipation. The author of today’s article goes to Sandy Villere, co-manager of the Villere Balanced Fund, for his best iPhone 8 play for investors – an Apple supplier whose stock has “nose-dived” with declining revenue at Apple but which may soar when the iPhone 8’s “supercycle” begins. To see what this iPhone supplier is – as well as for more on the Villere Balanced Fund and two more stock picks from Villere – CLICK HERE.
Given president-elect Trump’s promise to repeal the financial regulations ushered in under Dodd-Frank and the potential for his fiscal stimulus and tax-cut plans to bring an end to the era of low inflation, it is not surprising investors have been flocking to financials, making the sector one of the biggest beneficiaries of Trump’s victory. Why, then, does the author of today’s article argue that investors have “blindly taken [Trump’s win] as a reason to buy bank stocks” and caution against following the herd? What does he suggest as a better way to play financials? CLICK HERE to find out.
Despite the fact that Warren Buffett has been critical of the airline industry for years (including calling airlines “death traps” for investors), his Berkshire Hathaway recently purchased stakes in four major U.S. carriers – Delta, Southwest, United Continental and American Airlines. However, the author of today’s article argues that, instead of these big-name airlines, the better airline buy might be a smaller airline that he describes as having “absolutely crushed it over the past decade.” The airline in question? Allegiant Travel Co. To read more about Allegiant and the author’s case for it as a buying opportunity, CLICK HERE.
“If you’re looking for the biggest way that Wall Street is ripping off investors right now – whether large or small – forget penny stock scams, Ponzi schemes or other esoteric maneuvers,” advises the author of today’s article. So what is the not-so-flashy way that investors are really getting ripped off, according to the author? Fees and expenses. Or, more specifically, fees and expenses for underperformance, which he sees as “a guaranteed way to lose money next year”. To read more, CLICK HERE.
While campaign trail promises are made to be broken (turns out that wall with Mexico might be more of a fence), the author of today’s article is confident that one Trump promise is likely to be kept: the promise related to increased infrastructure spending. Moreover, this stimulus plan is likely to come within the first hundred days of Trump taking office. As such, the author highlights four companies that stand to benefit from this initiative to consider as investments. To read about these four companies – including the largest steel producer in the U.S. and the fourth largest producer of carbon steel products – CLICK HERE.
When it comes to the potential impact of a Trump presidency on technology companies – and technology stocks – the author of today’s article acknowledges that “Trump seems somewhat against technological development, but pre-election rhetoric and post-election activity can be two different things.” So, of the various gripes that Trump expressed on the campaign trail about technology companies (e.g. calling for a boycott of Apple and indicating that he would force the company to create back doors for government snooping of encrypted data), which were political bluster and which are likely to be followed up with action? CLICK HERE to read about what the Trump effect on Amazon, Apple, Alphabet, Microsoft and Facebook may be.
“Cash is dead,” declares today’s article, which highlights the significant growth of the mobile payment industry in recent years. The author asserts that, in the face of this large and growing trend, people have two choices: fight the trend or profit from it. For those who want to do the latter, the author identifies what he sees as the best pick in the mobile payments space for those who want “explosive growth”. To find out what this top pick is and why “a new era of growth awaits” it, CLICK HERE.