Institutional Investors

Institutional investors are organizations that pool money for the goal of investing. These include mutual funds, pension funds and hedge funds. The advantage for a retail investor is that they get access to managers who are more informed and better skilled in their specific category. Retail investors also get the opportunity to place their funds in investments not always open to an individual. Individual investors are also able to get a diversified portfolio more easily, depending on the fund with which they’ve invested.


Sherwin-Williams, Alliance Data: Two Institutional Investor Favorites

By Monday, April 20, 2015
institutional investorsInstitutional investors are still buying earnings safety and predictability in an otherwise slow-growth environment. In any market, good businesses stand out both in terms of operational growth at a faster rate than the general economy and good share price performance. The Sherwin-Williams Company (SHW) and Alliance Data Systems.

Two Stocks That Are Institutional Investor Favorites in This Market

By Monday, April 13, 2015
Institutional investorsIn any market, there are good businesses with operating dynamics that exceed the normal cyclical nature of economic activity. They are often non-brand-name enterprises, the kind of companies that might fall under the category of “special situations.” They are the kind of businesses that institutional investors hold without.

Why Fed’s Interest Rate Increase Won’t Cause a Stock Market Collapse

By Friday, March 13, 2015
Rising interest ratesWith the broader stock market gyrating based on expectations of the Federal Reserve’s possible interest rate increase, the NASDAQ Biotechnology index and Russell 2000 are still holding up near their highs. A closer look at the current market dynamics suggests rising interest rates won’t be the cause of a stock market collapse..

Dividend-Paying Existing Winners the Place to Be for 2015?

By Monday, January 5, 2015
My Expectations for the Stock Market in Early 2015The lull between earnings seasons is always long and the marketplace is clamoring for something from which to trade off. A number of companies have already reported good numbers and they are a good precursor for what’s to come. This market is looking pretty tired and it’s been another double-digit year (mostly) after the tremendous.

Railroad Stocks the Best Market Predictor for Investors?

By Friday, November 14, 2014
Railroad Stocks the Best Market Predictor for InvestorsIt really is a great time to be in the railroad business. Cash flow is abundant and these stocks are poised for more capital gains. While coal shipments have been a weak spot for railroad companies, virtually all other major customer sectors are producing excellent comparable growth. And that growth is directly reflected in share prices..
Sep. 1, 2015
Trailing 12-month EPS for Dow Jones companies (Most Recent Quarter) $1014.15
Trailing 12-month Price/earnings multiple (Most Recent Quarter)

17.44

Dow Jones Industrial Average Dividend Yield 2.71%
10-year U.S. Treasury Yield 2.14%

Immediate term outlook:
The bear market rally in stocks that started in March 2009, extended because of unprecedented central bank money printing, is coming to an end. Gold bullion is up $1,000 an ounce since we first recommended it in 2002 and we are still bullish on the physical metal.

Short-to-medium term outlook:
World economies are entering their slowest growth period since 2009. The Chinese economy grew last year at its slowest pace in 24 years. Japan is in recession. The eurozone is in depression. With almost half the S&P 500 companies deriving revenue outside the U.S., slower world economic growth will negatively impact revenue and earnings growth of American companies. Domestically, America’s gross domestic product grew by only a meager 2.3% in the second quarter, which will negatively impact an already overpriced equity market.

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From: Michael Lombardi, MBA
Subject: 200% Profit on the Ultimate "Fear Gauge" Play

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