Many investors ask themselves the most questions when their portfolio is performing solidly mixed. First written in Conrad's Utility Investor, here are three strategies and considerations for when your investment next steps aren't clear. We also include thoughts on what's happening in the high yield space, given investor enthusiasm for such names in recent weeks.
Cloud technology has become a catch-all answer to almost any software or business challenge, to the point of being cliché. That’s nice if you’re creating a pitch deck, but if you’re investing your money, you need to crack open that cliché and understand what’s happening.
On Nov. 8, 2016, India’s Prime Minister Narendra Modi proved one more time that he’s not an ordinary politician when the government withdrew the legal-tender status of the 500- and 1,000-rupee currency notes. India’s decision to ban some currency has created problems, but only in the short term. The economy and market remain robust, and the coming volatility is an opportunity to buy.
Demand for pest control remains steady even in the most challenging of economic environments. Couple that with organic growth opportunities and smart acquisitions, this pest-hunting company is set to creep and crawl its way to continued profits and growth.
If the new administration lives up to its promises and increases the defense budget during its time in office, current equity valuations in the industry should be sustainable. But prospective investors should remember that the new administration’s first proposed budget will be for 2018, so the defense industry’s financial results won’t receive a bump until 2019. And not all companies will benefit to the same degree.
With a few days left for tax selling in 2016, it’s fair to ask if the other underperforming stocks in the Lifelong Income Portfolio are worth unloading. Here’s why we’re sticking with each and what makes them likely to go from dogs to darlings in 2017.
As companies realize the limits of cloud computing, they’re refocusing on their own private data centers. A recent pullback gives investors an opportunity to buy one of the leaders in making public cloud-private data center computing work well.
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