There’s a disconnect in the market, observes the author of today’s article: While money managers are currently selling hard, company insiders are buying aggressively – especially when it comes to cyclical sectors that have been the hardest hit, such as the housing sector. Against this backdrop, the author examines why two big names in the housing sector – Home Depot and Lowe’s – are attractive picks despite being largely hated by investors. For more – including a contrarian view on buying homebuilder stocks.CLICK HERE.
Money Managers
Real Market Insights – And Some Contrarian Stock Calls – From Artificial Intelligence
While Yin Luo of Wolfe Research “doesn’t think that robots will replace money managers soon…he does think that machine learning can give investors an edge” – and in today’s article, an interview with Luo, he shares what his models indicate about the state of the bull market (and the chances of a recession), the risk posed by a trade war, which parts of the market are attractive (and which aren’t), some specific contrarian stock calls, and more. CLICK HERE.
Are Lower Returns Coming? What Can You Do To Prepare?
Forget the career media pundits and prognosticators. To get a read on what the future holds for stocks and the possibility of a significant pullback, the author of today’s article looks at “what some of the most reputable, well-studied money managers and academics in the business are saying….” So what are these individuals – including Vanguard Chairman & CEO William McNabb and a professor of finance at The Wharton School – forecasting in terms of lower returns going forward? What five steps does the author recommend taking to prepare your portfolio for lower returns or a bear market? CLICK HERE to read more.