It may not feel that way, but the chief investment strategist at BlackRock reminds investors that 2018 has actually been a return to normal in the markets after a not-so-normal 2017 – and in their Midyear Global Investment Outlook, BlackRock’s senior strategists conclude that “Even if ‘normal’ means more uncertainty and greater overall risk, investors have a lot to look forward to between now and the end of 2018.” For the strategists’ advice for individual investors – including which stocks with “fortress balance sheets” to consider targeting and what looks attractive in the bond market – CLICK HERE.
The positive take on the marijuana boom, according to the author of today’s article? “There will almost certainly be marijuana millionaires. These millionaires could include both the business owners and the shareholders.” The less-positive take? Despite what would appear to be a simple investment thesis, the author points out that things are actually far from simple and suggests that the marijuana boom “could also be the most challenging environment for stock market investors since the internet bubble of the late 1990’s.” For more, CLICK HERE.
Today’s article highlights three investments that are probably not on your radar but which you may want to consider. The first is a stock that is (literally) garbage, the second is a group of exchange-traded funds, and the third is a stock that is a leader in its industry, currently sports an attractive valuation, and could benefit from a key rival suffering a setback. For more on these three potential investments, CLICK HERE.
When the next financial meltdown occurs, the author of today’s article has a contrarian view on what will happen with gold and silver. While most precious metals analysts forecast a higher gold-silver ratio during the next financial crash, the author sees the value of silver rising more than that of gold. For more – including what the author sees as “the key factor missed by most precious metals analysts” – CLICK HERE.
“Every investor portfolio should contain an allocation to precious metals,” argues the author of today’s article. And having this allocation may be more important today than ever. But getting into the precious metals market is not always a simple process: Is gold or silver the better investment? Should you buy physical metals (e.g. bars and coins) or metals-focused financial products (e.g. ETFs)? If you do buy physical metals, are bars or coins better as an investment – and, if coins, which ones? And what is the best place to buy physical precious metals? For the author’s insights on these questions, CLICK HERE.
Today’s article notes that “after a slow start to the year, global technology IPOs made a smashing comeback last month…making it the most active September for tech IPOs since the tech bubble era.” Moreover, 2017 is expected to see a “very robust” IPO market – including some high profile offerings such as Snapchat. For investors seeking a low-risk way to gain IPO exposure, the author recommends IPO-focused exchange-traded funds and highlights two such funds. To read about these two ETFs – including the different approaches they take to their respective holdings and which one has been the clear winner in terms of performance – CLICK HERE.
Based on data from the end of 1985 on, a team of analysts from Jefferies have found that companies that paid dividends had higher average annual returns than non-payers, companies that reduced their share counts by repurchasing shares had higher average annual returns than those that let their share counts rise or remain the same, and companies that did both – paying dividends and reducing their share counts through buybacks – “outperformed the overall U.S. stock market significantly.” Given this, Jefferies has identified 17 stocks of companies it rates as “buy” that have been both paying dividends and reducing their share counts. To see what these stocks are, as well as their implied 12-month upside potential, CLICK HERE to read today’s article.
The stock highlighted in today’s article may not be anywhere near as well-known as its large, diversified rivals, but it is outperforming all of them – and, as such, it may be worth getting to know! The stock in question is Exactech, an orthopedic-device stock that “is the best-performing stock in the orthopedic products sector this year”, beating giants such as Johnson & Johnson and Smith & Nephew. (Exactech has gained 53% so far this year; its rivals have only gained an average of 14%). How has Exactech achieved these gains with little exposure and limited resources, and how is it positioned to continue this momentum going forward? CLICK HERE to find out.
Is China – which today’s article points out was “one of the least-loved stock markets in the world” earlier this year – now a buy? The author’s analysis is that the Chinese government has the ability to maintain its current stimulus spending – and thus boost employment, economic growth and the stock market – for years to come, and recommends that U.S.-based investors seek exposure to China’s growth through ETFs or stocks of Chinese companies traded on U.S. exchanges. To read more, including one specific ETF recommendation and five specific stock recommendations, CLICK HERE.
Cyberspace is a dangerous world, but someone has to make money off it! In light of the fact that “driven by federal government initiatives, legislation and high-profile data breaches, cybersecurity spending will grow from $75 billion globally in 2015 to more than $100 billion by 2018”, today’s article highlights three cybersecurity stocks – “each disrupting niches within cybersecurity, data protection and network analysis” – to consider securing. To see what these three stocks are, as well as the author’s analysis of each – CLICK HERE.