Where’s the Market Headed From Here?
by Jeff Reeves | August 7, 2014 3:01 pm
I recently joined our investment adviser Charles Sizemore, the editor of Macro Trend Investor[1], on the syndicated radio show Straight Talk Money.
Some of the topics we covered include:
- The recent jobs numbers that include another favorable report regarding jobless claims, and the headline unemployment rate[2] of 6.2% that remains at the lowest levels since 2008 despite a tiny uptick from June to July.
- Russian sanctions that are meant to limit imports of consumer goods, and what it means particularly to luxury stocks and Western packaged goods companies.
- Reasons why the economy is, broadly, looking quite good.
- Why I like healthcare picks like HCP Inc. (HCP[3]) and enterprise technology stocks including Oracle (ORCL[4]) and IBM (IBM[5]), and why Charles likes the valuations in Europe as well as high-yield REITs.
Take a listen to the podcast, attached below.
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Create your free online surveys with SurveyMonkey[6] , the world’s leading questionnaire tool.
Jeff Reeves[7] is the editor of InvestorPlace.com and the author of The Frugal Investor’s Guide to Finding Great Stocks[8]. As of this writing, he did not hold a position in any of the aforementioned securities. Write him at editor@investorplace.com[9] or follow him on Twitter via @JeffReevesIP[10].
Endnotes:
- Macro Trend Investor: https://order.investorplace.com/index.jsp?sid=OA8332
- unemployment rate: https://investorplace.com/2014/08/july-jobs-report/
- HCP: /stock-quotes/HCP-stock-quote/
- ORCL: /stock-quotes/ORCL-stock-quote/
- IBM: /stock-quotes/IBM-stock-quote/
- SurveyMonkey: https://www.surveymonkey.com
- Jeff Reeves: http://slant.investorplace.com/author/profile/jeff-reeves/
- The Frugal Investor’s Guide to Finding Great Stocks: http://www.amazon.com/dp/B007KB9CSI/ref=rdr_kindle_ext_tmb
- editor@investorplace.com: mailto:editor@investorplace.com
- @JeffReevesIP: http://twitter.com/JeffReevesIP
Source URL: https://investorplace.com/2014/08/wheres-market-headed/