With tensions rising between the U.S. and North Korea, is now a good time to buy defense contractor stocks – and, if so, how does one go about picking out specific defense stocks among the over 250 options available in the U.S.? The author of today’s article tackles these questions – including looking at what defense stocks will need in order to continue going up (beyond the president sabre rattling on Twitter) and how investors can gain exposure to the defense industry without having to predict winners and losers. CLICK HERE.
As the release date for Apple’s high-end iPhone X nears, today’s article notes that “international investors are ramping up bets on suppliers for the device, whose shares can rise and fall on the latest rumors swirling around the iconic gadget.” The authors proceed to highlight what may be the best way to bet on these Apple suppliers ahead of the rollout – an exchange-traded fund that tracks Taiwanese stocks. For more on this fund – and why it beats other funds investors use to gain exposure to Apple suppliers – CLICK HERE.
The author of today’s article called it the “Economic Cinderella Story of 2017” – and after outperforming the S&P 500 so far this year, he believes there are still more upside gains to come in the next 12 months. “It” is investing in European bank stocks, which the author notes “are still undervalued, whether priced in dollars or euros, compared to their more popular U.S. peers.” Why is this Cinderella story likely to continue in 2018? CLICK HERE.
Think that a bursting of the bitcoin bubble won’t affect you because you aren’t investing in bitcoin? Think again. Today’s article looks at the sectors – and some specific stocks within those sectors – that could end up being collateral damage in the event of a crash in the price of leading cryptocurrencies. To read more – including why one market observer warns that the approval of an exchange-traded fund based on bitcoin futures could “sow the seeds for a market crisis” – CLICK HERE.
They don’t get the headlines that Facebook, Amazon, Netflix and Alphabet generate, but the five technology companies highlighted in today’s article are currently disrupting a variety of industries – “transforming how we interact with our devices, manage inventory, generate sales leads, purchase advertising, and play video games…” Moreover, each of these five companies has only just begun in the disruption of their respective areas – presenting potential opportunities for investors. To read more, CLICK HERE.
With stocks trading at such high valuations overall, quality undervalued stocks are hard to come by. However, the author of today’s article notes that “despite overall high prices, there are pockets of value to be found in today’s market” – and proceeds to identify a number of potential value plays in each of the market’s sectors, from basic materials to utilities. To find out what these 30 stocks are, CLICK HERE.
It has been a long time coming but, after a lengthy stretch of dismal returns, fortunes appear to be turning for emerging markets, with the author of today’s article noting that “emerging-market stocks are quietly having a huge year” – and that this could be “the beginning of a turning point in the cycle that could see emerging-market stocks outperform U.S. shares for years to come”. However, he cautions that, before jumping into emerging markets, investors need to have a firm understanding of how they work – and proceeds to outline some tips in that regard. To read more, CLICK HERE.
While most individual investors understand the importance of asset allocation – a good thing as studies find that it accounts for 90% or more of investment returns – the author of today’s article laments that many investors do not have a similar awareness of the importance of asset location, which he describes as “placing or locating assets in the most tax-efficient account type.” To demonstrate the impact that strategic asset location can have, he outlines an example where different asset location choices end up producing a difference of over $1 million in after-tax wealth. To read more – and for a guide on where different types of securities may be best located – CLICK HERE.
The author of today’s article refers to it as “that classic wealth-killing blunder”: limiting the stocks in your portfolio to the “household names” (i.e. large caps) of the S&P 500 and ignoring midcap stocks. Midcaps, he points out, have been clobbering their small- and large-cap counterparts over the long-term – and as many have not seen the big price run-ups that larger players have experience of late, this creates a “Goldilocks” type situation. He proceeds to highlight three midcap plays to consider, each of which pays a dividend of up to 5.8% and is largely off Wall Street’s radar. CLICK HERE for more.
The tech sector has been on a tear this year – the best-performing sector globally. So should investors be optimistic about the sector’s prospects going forward – or is tech’s meteoric rise heading for a crash? The author of today’s article is inclined to take the former position, stating that “technology broadly, including players outside the sector label, appear to have legs – even after a strong run.” What is the case for continued optimism regarding tech stocks? What area does the author point to as being “the backbone and the future of the tech industry”? And what two obstacles are tech stocks likely to face? CLICK HERE.