This week we discussed exciting developments in cancer therapy at the ASCO conference, and the new tools we’re using to track them. We also talked about group rotation, and the possibility of new market leadership if the Tech sector cools.
We were pleased to host events in April at Austin Country Club and Steiner Ranch Steakhouse for over 100 clients and guests. We discussed the dangers of passive investing for those within 10 years of retirement, our outlook for bonds & equities, and our current strategic positioning for growth and income. Click through if you would like to view the slides from the presentation.
Since the November election, the media, investors and the public have been focused on the reform agenda in Washington. We believe the economy has a real opportunity to accelerate once Congress makes meaningful progress
We expect the FOMC to raise the Fed Funds rate when they meet next week, as recent data show the economy strengthening. This week we also feature an investment management company paying a 6.2% dividend with 47% upside potential to our 24 month price target
Americans are even more optimistic about their economic futures than they were following the U.S. presidential election. In a recent poll released by IBD/TIPP, the Economic Optimism Index hit 56.4 — equal to its level back in October 2004. Also notable poll results are Americans’ confidence in their own personal financial outlooks and confidence in new Federal policies. To…
We expect a gain of between 6% and 16% for the S&P 500 this year, but selectivity will be key to success. This week we feature a company in the metals & mining group with 83% upside to our 24 month price target.
The 115th Congress is seated and the new Administration will take office in several days. We believe fiscal policy changes will provide significant investment opportunities, but selectivity will be necessary as there will be winners and losers.