“So the choice investors have right now seems to be buy stocks at record highs with no good reason to see gains continue, or buy bonds at record highs with no real opportunity to generate yield,” states today’s article of the current investing landscape before offering up a possible solution for those searching for higher returns: thematic investing. What is thematic investing? What themes are thematic strategists currently paying attention to? How can investors separate out themes with real opportunity from short-term fads? CLICK HERE to read more.
While the smart money would seem to be on Hillary Clinton winning the presidential election in November, if anyone is capable of snatching defeat from the jaws of victory it may be the former Secretary of State. As such, prudent investors may want to do their due diligence in anticipation of the possibility of a Trump win. But with the Republican nominee’s agenda being nebulous at best, how are investors to know what to buy and what to sell in this scenario? Today’s article attempts to provide some analysis in that regard, outlining plays – from the obvious to the less obvious – that may pay off in the face of a Trump victory. To read more, CLICK HERE.
It’s always the quiet ones that you need to keep an eye on! Today’s article highlights “a little-followed company” that is “one of the best-performing stocks in the S&P 500” – Digital Realty, a real estate investment trust that focuses on technology-related real estate and whose stock has risen almost 70 percent in the last year. Rather than “leasing out office space or apartment buildings, this company leases out data centers to provide infrastructure for cloud platform services. Companies like Amazon and Microsoft are among its clients.” To read more about this company, as well as the factors influencing its quiet surge (and the factors that could result in a pullback), CLICK HERE.
“Once the industry’s darling, McDonald’s Corp. is now struggling to find favor with investors,” states today’s article about the burger giant, whose shares have lost almost 4% in the last three months. After providing an overview of the factors that have been hurting the company, the article points out that the restaurant industry as a whole has been doing quite well of late, and that sales are projected to rise even further in the coming months. As such, the authors highlight four restaurant stocks that – with solid Zacks Ranks and Value/Growth/Momentum scores – they believe “have better prospects than McDonald’s…and are poised for growth.” To see what these four stocks are, CLICK HERE.
Chances are you have never given much (or any) thought to investing in Mongolia. And, if you have, chances are your thoughts focused on its mining industry. But today’s article argues that Mongolia “offers significant upside” for investors in light of its recent parliamentary elections, with the author stating that, if the new governing party’s “pro-growth campaign agenda is enacted, foreign investment should surge and Mongolia’s economy could regain its place as the fastest growing economy in the world.” So how might investors look to invest in this country? While acknowledging that its mining industry is one good option, the author recommends another sector of the economy, as well as what he views as “the best way to get exposure to Mongolian stocks.” To read more, CLICK HERE.
“If Brexit has you spooked about investing internationally, you can still gain global exposure from many U.S.-listed multinationals,” states the author of today’s article which favors this strategy for those who are willing to accept lower returns in exchange for greater stability (versus the potentially more rewarding – but also more volatile – approach of investing in emerging markets directly). After an examination of the pros and cons of investing in emerging markets directly or through multinationals, the author identifies a number of sectors and specific companies for investors to consider when it comes to gaining exposure to emerging markets. To read more, CLICK HERE.
“Dividends are all the rage with investors. But some companies are so eager to hand them out, they’re paying dividends that are even bigger than their profit,” notes the author of today’s article. In fact, there are 42 companies in the Standard & Poor’s 500 that, in the past 12 months, have paid out dividends that exceed their reported net income. To see which S&P 500 companies have the highest payout ratios – the highest being energy company Kinder Morgan– as well as what these ratios might foretell about returns from these companies down the road, CLICK HERE.
As far as investing strategies go, one can certainly do far worse than taking stock pick cues from Warren Buffett. As such, the three contributors to today’s article each highlight their top pick from the Oracle of Omaha’s portfolio. For an overview of each stock – including an energy company that is not as tied to the ups and downs of oil prices as others and a megabank that was hit hard in the wake of the Brexit vote despite almost all of its business occurring domestically – CLICK HERE.
“Now is the time to begin building a position in Singapore,” declares the author of today’s article, who goes on to make the case that “the most strategically important global trading hub in Asia and the world” may be on its way to a dramatic rebound after being down and out due to a slowdown in trade. To read more of the author’s analysis of Singapore’s positioning, as well as to see the two ways he identifies to invest in this opportunity (including one investment he calls the “JP Morgan of Asia”), CLICK HERE.
“An investment strategy based on the efficiency level of a company is likely to lead to healthy returns across all market conditions,” states today’s article, which goes on to point out that “different studies have shown that there is a direct relationship between a company’s efficiency level and its price movement. So, investing in efficient companies may prove profitable.” As such, the article outlines several efficiency ratios to use in assessing a company’s efficiency and then uses those ratios to identify five efficiency standouts to consider. To see these five stocks – which include a provider of online vehicle auction and remarketing services, an energy company and a chemical conglomerate – CLICK HERE.