It’s that time of year when many firms issue their top stock picks and favorite sectors for the year ahead – and Credit Suisse (which has the most bullish outlook for the S&P 500 next year amongst its peers) has added 11 companies to its Top Picks list, all of which are covered with Outperform ratings. For these 11 stocks – including three airlines – that are among the investment bank’s research team’s best ideas for next year, CLICK HERE.
“Whether we are talking about socks or stocks, it is better to buy them on sale,” declares the author of today’s article, who describes himself as “a long-term buy and hold investor in the accumulation phase.” He proceeds to outline a four-step process to screen the list of dividend champions for potential bargains worthy of further research – and identifies the 26 dividend champions that currently pass this screen. For more, CLICK HERE.
When it comes to where to put their money in 2019, investors may not want to pursue an “America First” approach. At least that’s the position laid out by Morgan Stanley in its recent Global Strategy Outlook report for next year, with the investment bank preferring “stocks in emerging markets to those in the U.S. because it is predicting stable growth in those economies in 2019, versus a slowing expansion stateside.” For the emerging markets Morgan Stanley is most bullish on, which types of stocks it prefers within those markets, and why, despite its preference for EM stocks over U.S. stocks, it is not overly excited about equities overall, CLICK HERE.
It’s beginning to look a lot like Christmas… and 2008? The author of today’s article argues that “It really does appear that economic activity is starting to slow down significantly, but just like in 2008 those that are running things don’t want to admit the reality of what we are facing.” For three critical ways he sees the current situation as being “eerily similar to what happened just before and during the last financial crisis”, CLICK HERE.
What insights emerged when a roundtable of investing pros was convened to discuss the state of the economy and the stock market heading into 2019? Today’s article highlights some of them – spanning topics from stock valuations, the IPO market, the importance of environmental, social, and governance (ESG) factors, China, technological disruption – and where the greatest risks and the greatest opportunities may lie in 2019. For more – including some specific stock recommendations – CLICK HERE.
Only a quarter of the stocks in the S&P 500 Index can currently be bought for less than $50 – and the author of today’s article notes that some of those stocks “offer outstanding value to bargain-minded investors on a budget.” When it comes to identifying the best stocks under $50 for 2019, he outlines several factors to consider (including three key traits those stocks would possess) – and then highlights three of his top picks in that regard. For more, CLICK HERE.
After six straight months of price declines through September, is gold starting to glisten again? The author of today’s article lays out why he is positive about the prospects for both gold and gold-mining equities, stating “we believe there are some interesting potential catalysts for gold in the current market environment. And in an environment of rising prices, we see significant opportunity in companies that mine gold.” For more, CLICK HERE.
If you’re not familiar with the reverse wealth effect you might want to become familiar with it, as it may be a pivotal factor in driving down stock and real estate prices going forward. For more on the reverse wealth effect, how bad it could get this time around – and what investors with both short-term and long-term investment horizons can do to protect themselves from this phenomenon – CLICK HERE.
Activist hedge fund ADW Capital has recently taken up a position in a micro-cap that it believes the market is significantly underpricing and which, thanks to its organic growth prospects and underrated CEO, the fund’s team believes “is in the early innings of creating monumental shareholder value.” For the micro-cap in question, which ADW believes could see a more than 30x increase in its price, CLICK HERE.
With oil trading at 2018 lows, but the potential for a rally next year due to numerous reasons, what are investors who are looking to stay in (or get in) the energy sector to do? The author of today’s article advises that “For safety sake, it makes sense to stick with the mega-cap integrated giants” – and he proceeds to highlight four to consider right now. For these four stocks, CLICK HERE.