February 18, 2015
FROM THE EDITOR
by Nancy Zambell
Editor of Dividend Digest and Investment Digest
from Investment Digest, Issue 766
The weather was beautiful and the ideas were plentiful at The World MoneyShow in Orlando. Some 4,500 investors came together to learn more about investing and to meet and greet their favorite advisors and fellow investors.
Just about everyone we spoke with was enthusiastic about the markets, although they were beginning to lean a bit more conservatively. The same view is reflected in our Market Views section of this month’s newsletter.
The markets continue to set new highs—even with the global challenges of Greece’s financial mire and the Ukraine/Russian conflict. Economically, we are holding onto the progress we’ve made. Earnings have been good, with 77% of the S&P 500 companies that reported so far seeing earnings beat their estimates. Interest rates remain low and businesses are continuing to expand, internally and by mergers and acquisition.
Those combined factors provide a significant catalyst for continuing stock market momentum. And today’s issue is packed full of new ideas for your review.
Our Spotlight Stocks focuses on a leader in global outsourcing. And my feature expands on that concept, discussing the growth of that segment—especially in information technology.
With growth stocks continuing to return excellent gains to investors, it’s no surprise that our contributors found plenty of options for you, including a home builder, a railway company, a leading jeweler and a couple of businesses in the uniform/safety/security sector.
But we can’t count out value, either, as turnarounds and other catalysts are driving the shares of these companies in the entertainment, financial, gold, communication and airline industries.
Our technology recommendations span a diverse group of sectors, including the cloud, semiconductors, 3-D printing, the Internet and data. We also offer a couple of energy companies, a variety of medical equipment businesses, a biotech and two low-priced stocks.
If you are seeking easy diversification, you may want to consider our funds and ETFs, which offer a range of selections, including small-cap, value, emerging markets, energy and healthcare.
We hope you enjoy this issue, and invite you to share your investment strategy questions with us. And don’t forget to visit our website for a growing library of educational articles and videos.