News
Mutual Funds and ETFs Scorecard: May 12 Edition
Iuri Struta
|
The market has continued its poor performance over the past two weeks, with...
According to the firm’s analyst Jason Gere: “EL offers a “best-in-class” portfolio of beauty / personal care brands that possesses strong strategic alignment and consistently targets / reaches out toward key consumer preferences / purchasing trends. Investors should recognize that FY15 represents a transitional year for EL as the impact of its streamlining initiative, unfavorable FX, and softer Chinese conditions are felt, though we see a strong case for a re-acceleration in top- and bottom-line growth into FY16 based upon the strength of EL’s product portfolio and margin progress, with potential for additional upside as its flexibility to deploy capital (i.e., M&A, share repurchases) is exercised. We believe EL’s growth story is deserving / supportive of its premium valuation.”
Symbol | Mutual Fund | Stake |
---|---|---|
FCNTX | Fidelity® Contrafund® | 3.86% |
VTSMX | Vanguard Total Stock Market Index | 1.02% |
FNIAX | Fidelity Advisor New Insights | 0.96% |
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News
Iuri Struta
|
The market has continued its poor performance over the past two weeks, with...
Daniel Cross
|
By effectively balancing out your stock selections in your investment portfolio, you can...
Aaron Levitt
|
Building on the momentum of the _SECURE Act_, a new bill in Congress...
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...
According to the firm’s analyst Jason Gere: “EL offers a “best-in-class” portfolio of beauty / personal care brands that possesses strong strategic alignment and consistently targets / reaches out toward key consumer preferences / purchasing trends. Investors should recognize that FY15 represents a transitional year for EL as the impact of its streamlining initiative, unfavorable FX, and softer Chinese conditions are felt, though we see a strong case for a re-acceleration in top- and bottom-line growth into FY16 based upon the strength of EL’s product portfolio and margin progress, with potential for additional upside as its flexibility to deploy capital (i.e., M&A, share repurchases) is exercised. We believe EL’s growth story is deserving / supportive of its premium valuation.”
Symbol | Mutual Fund | Stake |
---|---|---|
FCNTX | Fidelity® Contrafund® | 3.86% |
VTSMX | Vanguard Total Stock Market Index | 1.02% |
FNIAX | Fidelity Advisor New Insights | 0.96% |
Receive email updates about best performers, news, CE accredited webcasts and more.
News
Iuri Struta
|
The market has continued its poor performance over the past two weeks, with...
Daniel Cross
|
By effectively balancing out your stock selections in your investment portfolio, you can...
Aaron Levitt
|
Building on the momentum of the _SECURE Act_, a new bill in Congress...
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...