Our conservative stocks weather the markets well. Read More
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The selloff in U.S. financials and global bank stocks looks overdone. Read More
Given today's selloff, we're placing several financials on hold. Read More
Our stress tests show our stocks can weather the storm. Read More
China’s getting blamed for the recent correction, but it was overdue. Read More
Our electric utilities protect against recent global deflationary trends. Read More
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
Hillenbrand finds life outside of death services. Read More
If central bank stimulus worked in the United States it will work in Europe, and one of our new holdings is in a prime position to reap the benefits.Swiss bank UBS (NYSE: UBS) currently yields 3%, is one of the two largest banks in Switzerland and one of the largest… 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