Our electric utilities protect against recent global deflationary trends. Read More
Analyst Articles
According to Standard & Poor’s, only three of 10 S&P sectors are expected to post positive earnings growth for the fourth quarter, with telecommunications (17.9%) consumer discretionary (7.5%) and healthcare (5.6%) once again leading. We take a look at earnings forecasts of our various holdings in these sectors.In telecommunications, Conservative… Read More
We’re adding four new positions in Europe as we believe 2016 will be a breakout year for the region.In the Conservative Portfolio, we add a consumer discretionary company, the Italian eye-wear giant Luxottica, that has been booking higher sales on growth in the U.S. and Europe. Buy Luxottica (NYSE: LUX) up… Read More
The market’s turbulent week could be a harbinger of worst things to come. And the resulting flight to safety could make this the year of the utility. Read More
HSBC is a HOLD There has been concern that with the renewed weakness in China and throughout Asia could affect HSBC’s (NYSE: HSBC) earnings due to increased losses on loans in the region. We believe investors are better served to stop accumulating HSBC until we can determine how well this… Read More
More global volatility demands diversification. Read More
More global volatility demands diversification. Read More
Independent power producers’ business model is increasingly being disrupted, putting the sector’s viability as an income investment into question. Read More
The dramatic fall in oil prices is turning into increased consumer spending. Read More
The dramatic fall in oil prices is turning into increased consumer spending. Read More