Will Economic Earnings Blossom With The Season?

OCEAN CITY — Company earnings are an essential factor for long-term equity market performance. According to FactSet, S&P 500 companies, on aggregate, have reported two consecutive quarters of declining year-over-year growth, with the first quarter of 2016 expected to extend the streak to three. The deteriorating trend has been attributed to numerous factors, such as… Read more »

REITs Should Benefit This Year

OCEAN CITY — Last week, we shopped for yield and growth in the U.S. Consumer Staples sector. This week, we look at Real Estate Investment Trusts (REITs), another U.S. sector we think may provide yield starved investors with both appealing dividend yields and capital appreciation potential. REITs are required by law to maintain dividend payout… Read more »

Investors Should See Sunshine Through The Clouds

OCEAN CITY — The global economy is facing a myriad of challenges that have contributed to reduced economic growth and financial forecasts for 2016. While we acknowledge those challenges, we believe they may present an opportune environment for investors, as attractive bargains tend to materialize in times of much pessimism.Furthermore, February’s strong jobs report supports… Read more »