The sector is red hot, but these funds allow you to play fast and loose—or slow and easy. Read More
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It shouldn’t have an effect on our holdings, at least not for the next few years. Read More
Oracle makes rain with its cloud software while Monsanto plants seeds for future growth. Read More
Offshore oil rigs have been left out of the energy boom, but that won’t last forever. Now is the time to buy two platform companies (one with a 10 percent yield) and an equipment maker at discount prices. Read More
Industry consolidation and new signs of stronger demand are beginning to lift rates in some markets, leading to forecasts of a strong industry-wide recovery. Read More
We expect increased earnings, higher stock prices and continued low interest rates. Read More
US stock market conditions remain favorable on balance. As always, though, there are negatives, real and imagined. After all, throughout the five-plus years of this bull market, many pundits have predicted a market plunge, citing overvaluation and various economic or political reasons. Read More
Either way, selected biotech/pharma companies should fare well. Read More
A return to the 1970s is unlikely, but the risks have started to rise. Read More