Analyst Articles

Global Income Edge Aggressive Portfolio holding, wealth management and investment bank UBS (NYSE: UBS), was recently upgraded by credit rater S&P Global Ratings on its successful  strategy to reduce its debt that has increased its credit rating. UBS was raised from a BBB+ to A-, the seventh-highest investment grade, according to a… Read More

I’m doubting more and more that the Federal Reserve knows what it’s doing. The central bank had to abruptly reverse course on a planned rate increase in June after the May jobs report came out Friday. It showed a measly 38,000 jobs were added, the lowest monthly jobs gain since… Read More

Longtime Conservative Portfolio holding Vodafone (NSDQ: VOD), stock price popped more than 4% since late May.  The European global telecom company increased its earnings forecasts for the next three years while beating analysts’ earnings expectation for its fourth quarter.  Vodafone’s earnings per share for its fourth quarter of 2016 were 75… Read More

The Real Estate Investment Trust sector is holding up well against potential headwinds of more Federal Reserve rate hikes, and it continues to be a top safe haven investment as markets become increasingly volatile.U.S. REITs outperformed the broader equity market through the first four months of 2016, with the benchmark… Read More

 #1 REIT Portfolio Best Buy HCP (NYSE: HCP) bounced back to meet analysts’ expectations in the first quarter after struggling late in 2015. The performance of HCP is indicative of the outperformance by healthcare REITs this year.The year-to-date total return for health care REITs is 7.56% with a 5.46% dividend… Read More

Healthcare stocks displayed new vigor in the last quarter as earnings for the sector improved. In fact, according to J.P. Morgan, the earnings growth rate for the healthcare sector stands at about 5% year-over-year, compared with a roughly 6% decline for overall corporate earnings. We’ve been heartened by the renewed… Read More