April 15, 2015
FROM THE EDITOR
by Nancy Zambell
Editor of Dividend Digest and Investment Digest
from Dividend Digest, Issue 271
While analysts are waiting to see if third-quarter earnings reports are anemic (as forecasted), the economy continues plugging along. Initial unemployment claims were better than expected last week (268,000), the unemployment rate held steady at 5.5%, and pending home sales and consumer confidence both improved.
That dose of normalcy has kept the markets on an upward trend, and as you’ll see in our Market View this month, our advisors remain bullish, but cautious.
It’s interesting to note that as the bull matures, we’re seeing recommendations more widely dispersed through many sectors, instead of the concentration that we saw a few months ago in healthcare, financials and energy.
Our Spotlight Stock touches on a controversial sector—energy pipelines. And while there is no shortage of opinions on the subject, as I’ve noted in my feature, the business is booming. And like other sectors such as tobacco that may garner opposing viewpoints, investors often flock to stocks in these industries for their growth potential as well as their high dividends. Our Spotlight Stock meets both criteria.
And speaking of generous dividends, you’ll find several high yield stocks in the Digest this month, including a utility, a gold producer and an industrial packaging business. We also offer two preferred stocks with high yields.
Discounted energy companies continue to attract our contributors, with three new recommendations. And our growth & income offerings cover a wide range of sectors, including medical, food, business services, restaurant and logistics.
Though still lagging growth stocks, our value recommendations continue to offer bargain-shopping opportunities. And the healthy earnings of the last few years are prompting lots of dividend increases, as you’ll see in these selections.
Retail is the name of the game in our Real Estate Investment Trust recommendations this month, and you’ll find that bonds remain attractive as well as in our fund & ETF recommendations, which also features a European hedged fund.