In the aftermath of last month’s Brexit vote proactive British firms are seeking exposure outside the U.K. in order to fortify themselves for the rough ride that lies ahead for Britain’s economy, and today’s article states that “American companies will be the prime beneficiaries of the coming trend.” The author highlights one such case – that of a British-based power generation equipment manufacturer that recently acquired Rhode Island-based Nortek Inc. – which he sees as “just the tip of the iceberg.” So where should investors be looking to identify U.S. companies that might be prime candidates for a “bracquisition”? CLICK HERE to read more.
With all the choices, charts, data and expert (and not-so-expert) punditry available, picking home run stocks can seem like a daunting undertaking. Today’s article seeks to help in that regard, with its three contributors each sharing a simple strategy for identifying potentially winning stocks. To read about these three strategies – which include looking for companies with high switching costs and identifying platforms that benefit from the network effect – as well as for stocks that exemplify each strategy, CLICK HERE.
When it comes to corporate share buybacks are they financial engineering that create fragile rallies vulnerable to sudden downturns? Are companies hurting their long-term profitability by spending money on buybacks for a short-term boost rather than investing that money on research and development? The author of today’s article looks at what the research actually says in regards to these two questions – and the answers might surprise you. To read more – including why the author says that “the gains we’re seeing in the stock market today are not, for the most part, caused by this quarter’s or last quarter’s buybacks. They’re rooted in buybacks announced years ago” – CLICK HERE.
Unless you’ve been living under a rock for the last week you have undoubtedly heard about the Pokemon Go craze. But how can investors get in on the spectacular success of this “augmented reality” game when its developer – Niantic – is privately held? Moreover, should investors even be looking to profit from the game’s popularity, or is it likely to fade into obscurity as quickly as it shot to ubiquity? The author of today’s article takes the position that “as fleeting as the success of Pokemon Go is likely to be, there will be other games that follow the same model, so the best way to profit is from a characteristic of augmented reality games in general.” What is this characteristic and where does it point as a potential investment opportunity? CLICK HERE to find out.
“Though Tesla holds enormous promise, it is an extremely risky investment at its current sky-high valuation,” asserts the author of today’s article, which examines three major developments that have resulted in “a string of rough weeks” for the electric car company. To read more about these developments – a proposed merger the author views as an abandonment of good corporate governance, the National Highway Traffic Safety Administration announcing an investigation into the role of Tesla’s Autopilot feature in a fatal accident, and disappointing shipment numbers – as well as the pattern the author expects to continue for Tesla’s stock, CLICK HERE.
“It would appear that investors have finally noticed that agricultural (Ag) commodities markets have been priced for perfection, and that the market is in for some beautiful weather,” states the author of today’s article which examines the re-awakening of the agricultural commodities market, which is seeing trading volumes at twice the level of 2010. How are La Niña and China’s hankering for pork key factors in this resurgence? What ETF – which has been seeing significant investor inflow this year – does the author state it’s time to pay attention to? CLICK HERE to find out.
We are in the midst of what is generally viewed as the worst six months for returns, but today’s article points out that “even in the worst six months, stocks go up most of the time. Missing the gains means we fail to meet our primary investment goal which is to maximize wealth.” Moreover, the article points out that some sectors, such as the healthcare sector, tend to outperform the broad market averages during the May to October period. As such, the article highlights what it views as “four safe stocks of summer” – four health care income stocks priced below $10 a share. For an analysis of each of these stocks – including one described as “potentially an undiscovered investment gem” – as well as the author’s recommended action to take for each, CLICK HERE.
Interested in some free investing insights that would normally cost you $5 million to be privy to? Today’s article provides such insights from Matt Kadnar, a member of the asset allocation committee of money management firm GMO – where a portfolio of at least the aforementioned $5 million is required to become a client. What does Kadnar have to say about GMO’s overall investment outlook and its outlook for U.S. stocks specifically? (Hint: It’s not good.) How much of a steal (or not) does GMO see the British pound as being in the wake of the Brexit vote? What investment opportunities does GMO see over the coming years, including what it views as the “best investment prospect now”? CLICK HERE to find out.
With all the ink that has been spilled over the implications of the Brexit vote, confusion likely abounds. As such, today’s article takes a simple approach, outlining six specific ways in which Brexit may affect Americans, as assessed by the BBC. From the good (e.g. American property stands to gain) to the bad (e.g. higher airfares when flying in and out of the UK) to the potentially ugly (e.g. retirement funds in jeopardy), CLICK HERE to see the BBC’s assessment of Brexit’s across-the-pond effects.
“Clearly, we’re dealing with an unprecedented crisis. But it also represents an unprecedented opportunity.” This is how the author of today’s article sizes up the state of cyber-security (and spending on cyber-security) as more and more gets connected to the internet – and exposed to potential attack. For investors looking to take advantage of the opportunity created by swelling cyber-security budgets as companies, agencies and governments attempt to beef up their defenses, the author identifies one easy, well-diversified and low-cost cyber-security investment to consider, as well as two “under-the-radar” emerging trends in the field for investors to watch. To read more, CLICK HERE.