Healthcare stocks took off in 2013, with the sector putting up some of the best gains on Wall Street. Among the S&P core sectors, healthcare stocks dramatically outperformed even the impressive 29% jump for the stock market as a whole with roughly 39% gains for the sector.
The run was largely due to anticipation of the Affordable Care Act (aka Obamacare) opening up new “customers” to many healthcare providers.
But thanks to delays with the rollout and implementation of Obamacare coupled with big demographic opportunities created by the aging baby boomers, there remains significant upside in 2014 for healthcare stocks as well.Continue Reading
In a market that, on average, is most overvalued in the small-cap and mid-cap space, the most compelling valuations remain in large-cap funds that aren’t chasing overvalued stocks.
Large companies with battleship balance sheets offer not only the most compelling value, but also yield. And with the right manager at the helm, they offer the best chance of outperforming a down market.
Here are four funds worth a long look if you're after safety and value in one neat little package.Continue Reading
I expect energy stocks, European issues and bonds to be in the crosshairs of the most significant macro trends or events for the first half of 2014.Continue Reading
As America's elderly population explodes, so will the need for care -- which in turn should work out well for these three healthcare plays.Continue Reading
Money clearly is moving into China this year, so follow the money via this exchange-traded fund play on Chinese stocks.Continue Reading
We used the Profit Scanner to discover four big trades for 2014 -- including a few names you probably wouldn't have even looked at on your own.Continue Reading
Here's a look at three stocks to buy that have the potential to benefit from the "January Effect," and two whose selling pressure should abate soon.Continue Reading
These shorter-term options trades should add some oomph to your portfolio in the early stages of 2014.Continue Reading
Don't be sucked into momentum stocks in 2014. Instead, stick to these five stocks with solid fundamentals and attractive valuations.Continue Reading
Interest-rate-sensitive equities with high dividend yields took a gut check in 2013, but these stocks -- and their sizable payouts -- should enjoy a fruitful year.Continue Reading
ECB intervention and recovering fundamentals are the stories to follow in European financials -- specifically Banco Santander, a Spanish banking powerhouse with income appeal.Continue Reading
FleetCor Technologies, a provider of payment processing services and private-label fuel cards, is building both a sturdy foundation and a launching pad for growth.Continue Reading
In a market full of overvalued small- and mid-cap stocks, the most compelling valuations remain in large-cap funds that aren’t chasing overvalued stocks.Continue Reading
Our approach focuses on big moves that can either catapult sectors or crush them, so we've researched the areas most primed for big market movement during 2014.Continue Reading
I'm looking at Fortegra Financial (FRF) as a breakout candidate for 2014 thanks to its strong business, predictable earnings model and potential as a takeover target.Continue Reading
Emerge Energy Services LP is positioned for success in 2014 thanks to its dual focus on fuel processing and sand production. Here's why you should buy EMES.Continue Reading
I've identified three stocks to buy on expectations of red-hot growth in 2014 -- one familiar name, as well as two smaller businesses.Continue Reading
Some investors are worried that the market could shift into a major downturn after such a strong 2013. But if history is any indication, that's unlikely.Continue Reading
These four top stocks to buy for 2014 are plays on the healthcare and auto industries that should give you an early jump on the year.Continue Reading
MLPs dish out an ample cash yield and possess the financial ruggedness to ride through all sorts of economic ups and downs.Continue Reading
These four hot stocks to buy in 2014 come from a diverse range of businesses, including personal storage and technology's next big thing.Continue Reading
Economic growth, the potential for increasing dividends and economic growth all bode well for financials, and thus for the XLF.Continue Reading
2014 is not the year to pick a sector or the whole S&P 500 and ride it. It will be a stock picker's environment that rewards focus on fundamentals.Continue Reading
It’s next to impossible to pinpoint beforehand when the mood of the crowd will reverse, so you're better off preparing for a stock correction rather than trying to predict it.Continue Reading
Rising prices of late have come a bit too easily. That doesn’t mean we can’t earn a positive return down the road ... I’m just preparing for a bumpier path.Continue Reading
Mobile provider MTN Group (MTNOY) is a somewhat risky but enticing play on the great frontier market of Africa and its booming middle class.Continue Reading
All in all, I expect a positive year for stocks, but I expect the market to become more selective. Keep your eyes on economic conditions and stock valuations.Continue Reading
Against a backdrop of improving domestic and global economies, these are the specific sectors of high yield I'm most excited about for 2014.Continue Reading
The start of the year is a great time to rebalance your portfolio and add some new holdings, like these 5 ETFs that look red-hot for 2014.Continue Reading
Today, we're looking at five stocks all have great fundamentals, but each has a couple different potentials for a spark in the new year.
Specifically, three have the potential to benefit from the “January effect” that supports small-cap and illiquid stocks, and the other two have come under some selling pressure that should abate in January.
So, here's a look at five stocks to buy for January.Continue Reading
While the market’s sizzling run in 2013 was the toast of Wall Street, it wasn’t roses in every corner. Specifically, thanks to a spike in Treasury yields, many higher-yielding assets such as utilities, real estate investment trusts, master limited partnerships and business development companies — which are sensitive to interest rates — took it on the chin.
But that’s not to say big income should be avoided in 2014. Several high-yielding dividend stocks look particularly tempting against the current backdrop, and could offer investors payouts in the high single digits, even double digits. Better still, I think each of the following three stocks could be set up for capital gains as well.Continue Reading
Contrary to popular belief, there is nothing special about the month of January from an investment perspective.
I’m not a big believer in the “Santa Claus rally” or in the “January effect” — the popular names given to the market’s tendency to post good returns in December and January — because seasonal patterns like these tend to get trumped by whatever the prevailing market trend happens to be. In other words, in a good, healthy cyclical bull market, December and January should see decent returns — along with the other ten months.
Coming off one of the best market years since the 1990s, I expect to see a strong start to 2014. And the start of the year is a great time to rebalance your portfolio and add some new holdings, like these 5 ETFs that look red-hot for 2014.Continue Reading