Magna International (MGA) — my top conservative idea for 2018 — is a global auto supplier that designs and manufactures automotive systems and parts, explains Azmath Rahiman, editor of Cabot Benjamin Graham Value Investor.
We see higher highs. And we see polarizing conditions in the currency, commodity and bond markets. More on global markets from Ziad Jasani of the Independent Investor Institute, writing on Tuesday.
Several technology trends are greatly increasing the demand for the metals that make them possible, observes Jim Powell, editor of Global Changes & Opportunities Report.
TAL Education (TAL) is a leading private tutoring company that prepares students for grueling exams and benefits from an education arms race in China, explains Scott Chan, editor of Brain Trust Profits.
Nobody wants to invest in newspapers. So it’s not surprising that Torstar Inc. (Toronto: TS.B) — which publishes Canada’s largest circulation newspaper, The Toronto Star — has been a market disaster in recent years, asserts Gordon Pape, editor of The Income Investor.
The bull market rise in stocks has been impressive. In fact, the stock market has risen every month in 2017 in its longest streak of monthly gains in 22 years, explain Mary Anne and Pamela Aden, editors of The Aden Forecast.
Grupo Aeroportuario del Sureste SAB de CV ADR (ASR) was hit hard in 2017 and presents an interesting opportunity, suggests money manager Matthew Castel, editor of Logos LP Blog.
My Top Pick for conservative investors for 2018 is Templeton Emerging Markets Income Fund (TEI), a closed-end yield fund that pays monthly distributions and has $630 million under management, explains Vivian Lewis, international expert and editor of Global Investing.
How actions in the U.S. affect Canadian markets, where over 75% of Canadian GDP is linked to the U.S. More on global markets from Ziad Jasani of the Independent Investor Institute, writing on Jan. 1.
My assessment of markets always begins by evaluating the three most critical forces, or gravities, that impact asset prices: fundamental, quantitative, and behavioral. I call this my Gravitational Investing Framework, explains Landon Whaley editor of Focus Market Trader.
Copper and gold miner Freeport McMoran (FCX) is expected to grow earnings per share nearly fivefold this year, another almost 50% in 2018, and more than 70% annually over the next five years, asserts Dr. Carla Pasternak, editor of Dow Theory Letters’ Income Investor.
We all seem to be waiting for rates to matter, leaving the melting up process in equities a similar one for yields. Only a break of 2.38% 10-year U.S. Treasury will change the mood, says Bob Savage, Track Research Tuesday.
AES Corp. (AES) is by far the cheapest member of the Dow Jones Utility Average, with a p/e based on trailing 12-months earnings of only 9.9, and 8.7 times expected 2018 results, respectively, notes Roger Conrad, editor of Conrad's Utility Investor.
There aren’t many genuinely conservative picks among Chinese stocks, but Autohome (ATHM) is my best guess about a beaten-down company with excellent credentials, asserts Paul Goodwin, editor of Cabot Emerging Markets Investor.
The U.S. economy recently experienced two quarters of 3% GDP growth for the first time since 2014. Our labor market remains strong, with more jobs being created each month than needed to sustain full employment, asserts Matt Kerkhoff, editor of Dow Theory Letters.
The valuations of emerging markets relative to developed markets stocks is in line with the 21-year average spread. Emerging markets are less risky now than they used to be, so I consider this to be a favorable indicator, says Marvin Appel, MD, PhD, of Signalert Asset Management.
I went looking for the seemingly impossible: A stock that offers high earnings-growth potential, while trading at a reasonable valuation. You’re not gonna find too many of those in this market, asserts Ari Charney, editor of Income Millionaire.
GDS Holdings (GDS) is a Chinese company in the data center business; its carrier-neutral, cloud-neutral facilities allow connections to all major Chinese telecommunications carriers and to many financial services companies and large enterprises, notes Timothy Lutts, editor of Cabot Stock of the Week.
The S&P 500 is trading at 19 times earnings (which is on the rich side) so we think that any market gains next year will have to come from earnings growth versus multiple expansion, as multiples are getting stretched relative to historical averages, notes Matthew Castel, money manager and editor of Logos LP Blog.
The explosive growth of electric cars, both here and abroad, is one of the developments that have exceptional potential to create investment profits, suggests Jim Powell, editor of Global Changes & Opportunities Report.