What’s a value-focused dividend growth investor to do when the markets, which were already trading at or near all-time highs leading up to the election, have gotten even frothier post-election? Fortunately, the author of today’s article believes that “there are still great dividend growth stocks that for one reason or another are trading at attractive (not too pricey) levels”, and he proceeds to highlight 10 of them – each of which has a dividend that scores well for safety. For an analysis of each of these stocks – including the reasons behind their “attractive” prices – CLICK HERE.
Last week, the Organization of Petroleum Exporting Countries (OPEC) reached a deal to cut oil production by 1.2 million barrels per day in an effort to boost global prices. In light of this significant development, the author of today’s article suggests that the best way for investors to play a resultant bump in oil prices are oilfield services stocks, which “have been badly beaten down after two years of lower oil prices and less drilling activity but should generate gains in an era of higher commodity prices, which will boost spending for their equipment and services.” For the five specific plays the author highlights, CLICK HERE.
Candidate Trump promised to make the U.S. coal industry great again, a promise that President Trump will likely find difficult – if not impossible – to fulfill due to the competition from cheap natural gas. However, today’s article notes that there is “a small sub-section of the coal sector…gearing up for a Trump-inspired boom.” That sub-section? Metallurgical coal, which is used by steel makers rather than power plants – and thus stands to benefit from Trump’s extensive infrastructure plans. To read more about the outlook for metallurgical coal – as well as for some publicly traded met coal producers that could benefit, CLICK HERE.
The author of today’s article notes that, with interest rates having been on the rise around the world since the election, bond holders have suffered large losses – and that many investors may not even be aware yet of the size of their losses. Even worse? The author believes that “losses in bonds could continue for years.” In that event, the author recommends that investors look to dividend-paying stocks for some safety. Four large cap stocks offering value and high yields (5% or greater) are highlighted as potential investments. To see what these four stocks are, CLICK HERE.
When it comes to whether the post-election rally is overdone or just getting started, strategists at RBC Capital Markets believe that when it comes to stocks in five key areas – including value stocks, U.S.-focused stocks and high-volatility stocks – more gains are on the way. Going a step further, RBC has identified 40 stocks which, with exposure to these five areas, are expected to benefit from the GOP’s dominance in Washington. To see what these 40 stocks are – as well as for all five areas RBC is recommending for stock exposure, CLICK HERE.
“While large caps have grabbed investors’ attention, small caps could arguably be better plays in the current environment,” states the author of today’s article. Why do small caps stand to benefit more from President-elect Trump’s proposed policies than their large-cap counterparts, and what six exchange-traded funds does the author highlight for investors looking for exposure to the potentially huge gains that small caps may see in a short span of time? CLICK HERE to find out.
Today’s article examines what lies ahead for gold in the post-election landscape. Specifically, the author seeks to determine whether the two conditions he believes need to be satisfied when considering investing in gold (or any investment) – that it have a low correlation to existing investments in order to provide diversification, and that there be an expectation of a positive return – will be the case going forward. What is the author’s long-term view for gold as a diversifier? Which Trump policies, if enacted, would likely result in positive returns on gold – and which would likely be negative for the yellow metal? CLICK HERE to read more.
A team at Goldman Sachs has released its first set of top trade ideas for 2017, representing a mix of continuing existing calls from the bank as well as some fresh recommendations. To see what the Goldman strategists’ top six trade ideas for the coming year are ¬– including which emerging market currencies are recommended and which emerging markets they believe offer “insulated exposure to growth” through stocks – CLICK HERE.
“Providing superior investment performance over the long term”. This is the goal of Bank of America Merrill Lynch’s US 1 list, which represents the bank’s best investment ideas from the universe of “Buy”-rated, U.S.-listed stocks covered by its analysts. The bank recently published its latest list, which contains 24 stocks. To see which 24 stocks Bank of America views as the best U.S. stocks to buy right now, CLICK HERE.
Today’s article notes that while many investors have been flocking to sectors expected to benefit from a Trump presidency, others have been looking for areas that have undergone unjustifiable selloffs since Trump’s win in an effort to identify buying opportunities. The top unjustifiable selloff, according to the author of today’s article? Mexican stocks, which have fallen out of favor with investors due to Trump’s rhetoric on NAFTA and cash remittances by Mexican workers in the U.S. back to Mexico. Why does the author believe that “investors are pricing too much fear and loathing in Mexican stocks” which are really a “screaming buy”, and what specific recommendations does he make for investing in Mexico? CLICK HERE to find out.