institutional investors

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 Incorporated (ADS) are two examples of the kinds of companies institutional investors favor. The Sherwin-Williams Company (NYSE/SHW) Institutional investors still .

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 fanfare. Global Payments Inc. an Institutional Favorite One of these businesses is Global Payments Inc. (GPN). This Atlanta-based enterprise makes money .

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. Stock Markets Still Positive The Dow Jones Transportation Average is in consolidation (since December of last year), down .

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 performance in 2013. Accordingly, we may see stocks selling off even on earnings that beat .

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. Railroad stocks have been—and continue to be—on a tear. When the broader market corrected .

While Markets Stall, This Stock Is Flourishing

By Monday, November 3, 2014
Stock Is FlourishingIt looks like large-cap technology stocks, especially those related to online businesses, are experiencing a slowing down of what’s traditionally been some very solid growth. Amazon.com, Inc. (AMZN), Netflix, Inc. (NFLX), LinkedIn Corporation (LNKD), and Groupon, Inc. (GRPN) have all been under pressure. Many pure-play online businesses are still struggling to turn a profit, and investor sentiment towards these stocks has changed. Yet in this marketplace, dividend-paying blue chips continue .

Two Companies in the “Buy Zone” on Weaker Oil?

By Wednesday, October 29, 2014
How Spot Prices Could Affect Your Oil PicksIt really is quite amazing the amount that spot oil prices have dropped. Naturally, in a lot of areas, the price of gasoline has not dropped the same percentage. Lower oil prices help a lot of industries. The railroads and airlines, for instance, should show a material gain in earnings in the fourth quarter due to the drop in fuel costs. It’s not a game-changer for oil producers just yet, .

What the Smart Money Is Doing Now

By Friday, October 3, 2014
Smart MoneyAccording to the Investment Company Institute, assets in institutional money market funds increased $17.19 billion to $1.69 trillion for the week ended on September 24, 2014. This was the biggest weekly increase in these money market funds in the last five months. (Source: Investment Company Institute web site, last accessed October 1, 2014.) This is critical: when institutional investors sense the risk of a stock market sell-off in key stock .

Mature Company Serving Up Grand Slam Results

By Wednesday, October 1, 2014
Mature Company Serves Up Grand Slam ResultsThere’s a lot the stock market has to deal with these days, but that’s par for the course. Uncertainty, risk, and fear are basic components of equities these days. But good businesses are good businesses and NIKE, Inc. (NKE) hit a grand slam with its latest quarterly earnings. This company’s been doing well for a number of quarters and this is a mature brand we’re talking about, not a fast-growing .

Best Stocks Going Into 2015

By Monday, September 29, 2014
Stocks Going Into 2015A lot of good companies with solid investment prospects going into 2015 are pushing new highs in an otherwise trendless stock market before the end of another reporting period. Market leaders have kept their momentum the last few years and are likely to keep doing so as earnings reliability and dividends keep investors buying. Microsoft Corporation (MSFT) continues to tick higher in this market. The position was $35.00 a share .
Sep. 4, 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 2.62%
10-year U.S. Treasury Yield 2.19%

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: Gold: The Stock Contrarian Investors’ Best Play of the Decade

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