“With active managers outperforming passive managers for the first time in years, many investors are looking for solid stock ideas for the rest of this year and into 2020”, notes the author of today’s article, who identifies the software space as one place for growth investors to look. More specifically, the author recommends looking at the space’s large-cap leaders, citing one analyst who “favors the large cap names which combine strong fundamentals and multiple support and a preference for applications where there is less chance of being disrupted by Amazon.” For four such software stocks to consider. For more, CLICK HERE.
The U.S. and China have reached a limited trade deal that will see the Trump Administration suspend a tariff hike on $250 billion worth of Chinese imports and China buy $40 billion to $50 billion in U.S. farm products. With this de-escalation in the protracted trade war, as well as other recent developments such as aggressive pro-stimulus measures announced by various central banks, is it safe for investors to add risk back into their portfolios? For more, CLICK HERE.
The hottest stock-market sector may also be the best investment opportunity right now, both in terms of long-term returns and short-term gains. We’re talking about utilities! Why are utility stocks good investments today? What are the top utility dividend stocks? What do investors need to be aware of with the utility industry going through a period of mergers and acquisitions? And what should investors look at when considering utilities to buy? For more, CLICK HERE.
How have the various sectors in the S&P 500 performed this year and over the last ten years – and what insights can be gained from analyzing their respective annual returns? Today’s article presents each sector’s annual returns over the last ten years in the form of a “sector quilt”, and the author outlines some key observations on the contents of that quilt – including the sector that is the “surprising best performer” going back to 2009. For more, CLICK HERE.
“We view this as the backdrop for incredible investment opportunities…The current market environment is poised to generate some of the best returns in a quarter century.” This is the assertion of quantitative equity and multi-asset manager QMA in light of the current market situation in which expensive stocks with weak prospects have been outperforming attractively-priced, higher-quality stocks – a situation that the firm expects to reverse sharply, generating significant returns for investors holding value stocks. For more, CLICK HERE.
“Aside from the famous name, why buy and hold Disney? The answer lies in one word, content!”, declares the author of today’s article, who makes the case as to why the “old venerable” entertainment company is also a “forward-looking” company – and a stock worthy of buying and holding for 20 years or more in almost any portfolio. For more on how “the acquisitions and changes that [Disney has] made over the years ensure a continuing flow of valuable content that will generate profits well into the future”, CLICK HERE.
Calling it “the most disruptive force that [the telecommunications industry] has ever experienced”, the author of today’s article highlights ten stocks that may be among the best for investing in the 5G revolution, including a company that “could turn out to be a dark horse in the global 5G race”. For these ten stocks – which span chip manufacturers, cell tower builders and more – CLICK HERE.
Despite what many investors may believe, the author of today’s article warns that “returns in the next 7 or 10 years will not look anything like the past” – and this could result in a “sudden and spectacular” end to the strong performance of the traditional 60% stocks/40% bonds balanced portfolio. What does the author highlight as being more realistic (and bleak) return forecasts, what do those forecasts mean for the 60/40 portfolio – and why does he argue that “Friends don’t let friends buy and hold”? CLICK HERE.
“One of my favorite setups is watching for out of favor assets to reclaim their key monthly moving averages, and platinum did precisely this last month,” notes the author of today’s article, who argues that, while gold and silver have been getting all the attention recently, platinum may be deserving of inclusion in portfolios in light of its recent breakout. For more on the case for adding platinum to one’s portfolio – including the bullish signs for the metal and potential buying opportunities – CLICK HERE.
Stocks trading under $10 tend to be lesser-known names, but today’s article highlights five stocks currently priced under $10 that are all very well-known names – and which have big upside potential to analysts’ price targets. For these five well-known stocks which may appeal to more aggressive traders looking “at lower-priced stocks as a way to not only make some good money but to get a higher share count,” CLICK HERE.