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
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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 stake a bigger claim in the Continent with four new holdings in separate sectors. 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
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
Our favorite Global Income Edge Best Buy remains Australia-based Macquarie Infrastructure (NYSE: MIC), with its strong and growing dividend, currently 6.5%. As the U.S. economy continues to grow, it’s essential infrastructure services will continue to benefit from this recovery.The firm owns and operates four major businesses in the U.S.: Atlantic… Read More
The International Monetary Fund has included the Chinese renminbi in the Special Drawing Right, with a weighting that’s the third largest after the dollar and the euro, but ahead of the yen and sterling. A PriceWaterhouseCoopers projection, which is quite conservative about future growth rates, puts China’s 2050 GDP at… Read More
The dramatic fall in oil prices is turning into increased consumer spending. Read More