With U.S. firms expected to struggle when it comes to expanding earnings in the coming quarters, Goldman Sachs’ chief equity analyst is recommending that investors focus on companies with higher expected return-on-equity (ROE) growth, noting that “Firms with the fastest expected ROE have outperformed year-to-date as the pace of economic growth has slowed.” Which companies have the highest expected ROE growth, according to Goldman’s analysis? CLICK HERE.
While the Federal Reserve just raised interest rates again as expected, many Fed watchers believe that the central bank will not be as aggressive in raising rates next year as previously anticipated – and could even lower rates if economic growth slows. How could investors go about playing such a change in Fed policy? After a primer on what the Fed does (and doesn’t do) when it comes to stocks, today’s article identifies some strategies. For more, CLICK HERE.
With strong economic growth and corporate earnings on the one hand and rising economic risks (especially trade tensions) on the other, uncertainty appears to be the name of the game for the balance of 2018. Against this backdrop, today’s article outlines five investing ideas for the remainder of 2018 – ideas that seek to add greater resiliency to portfolios. For these five investment ideas – including the role ESG investments can play – CLICK HERE.
Trade tensions are the talk of the town for investors these days, with a number of tariffs (and retaliatory tariffs in response to those tariffs) being slapped on a variety of goods, from steel and aluminum coming into the U.S. to American whiskey heading out. In addition, the U.S. is considering steep tariffs on imported automobiles. While acknowledging that these trade moves will pose a headwind for continued economic growth, the author of today’s article details how tariffs could be great for gold. For more, CLICK HERE.
If you’re looking for better returns this year, you may be best to look outside the United States. Today’s article looks at how, with the belief that U.S. equities are overvalued, many Wall Street analysts are looking to Europe, where equities are seen as offering value and economic growth appears robust. The author highlights a number of exchange-traded funds that U.S. investors can use to invest in European markets – and which could be big winners based on price targets. For more, CLICK HERE.
The real estate investment trust highlighted in today’s article has a portfolio largely focused on entertainment and recreation related real estate such as ski parks, upscale water parks and megaplex theatres. As such, it stands to benefit from the economic growth anticipated under the Trump administration. However, the author notes that there is also an overlooked – yet significant – portion of the REIT’s portfolio “that will benefit from, of all things, education reform.” To find out what this REIT is and how it stands to benefit from the Trump/GOP plans for education reform, CLICK HERE.
Being right in the middle of the “sell in May and go away” (until November) period, August can be a scary month for investors who stayed put. And with oil returning to bear market territory, weak manufacturing numbers and disappointing second quarter economic growth, August certainly did not begin on the best note. As such, today’s article takes the position that “investing in dividend paying stocks should be a prudent move. This is because such stocks reflect a solid financial structure and healthy underlying fundamentals, and are unperturbed by market turbulence and economic uncertainty.” Five dividend paying stocks with favorable Zacks Ranks and dividend yields over 3% are highlighted. To find out what these stocks are, CLICK HERE.