AT&T is significantly undervalued, and even after an expected dividend cut, will offer an attractive yield.
We see opportunity in smaller companies and value stocks today.
Corporate bonds should continue to outperform amid strong economic growth and rising interest rates.
The market has already baked many retailers’ holiday sales potential into pricing, but there are still opportunities.
A confluence of factors will bolster consumers' holiday spending this year.
With a new name--Meta Platforms--the company still faces controversy, but it's also the most attractive social-media play in our coverage.
We think these moaty companies will remain resilient in the face of inflation and ongoing supply chain challenges.
Keep an eye on what companies are saying about inflation and supply disruptions.
Supply and demand imbalances have pushed oil and natural gas prices higher. Although energy stock prices have jumped, we still see value for long-term investors.
And a recap of the past quarter.
Best opportunities remain in value and small caps.
For those willing to take on extra risk, the Chinese equity market’s recent correction provides investors with undervalued opportunities.
We take a look, sector by sector.
We take a fresh look at Tesla with updated projections for electric vehicle adoption and higher profitability.
Value stocks struggled in July, but we continue to see this category as the best opportunity for long-term investors.
The path to passing the plan may have changed, but its expected impact on the market has not.
The market is currently trading at a 4% premium, but certain sectors are still undervalued.
It pays to be choosy when it comes to dividend paying stocks.
It's a good time to trade up to wide-moat companies.
This type of investing is not for the faint of heart, but we still see value in several of these companies.
Should I be investing in disruptive technologies today?
Depending on which broader infrastructure projects take shape, numerous companies could see increased demand.
But while increased infrastructure spending will create opportunity, the market has already priced in most of these companies' potential.
The proposed plan could be passed this summer, but related stock valuations remain uncertain.
The broad equity market is trading at a 3% premium to our fair value estimates.
How to approach this trending type of investment.
A few undervalued stocks remain, but many have already surged past fair value.
What to know about this roundabout route to taking a company public.
Are these structures an attractive opportunity or too risky for individual investors?
What you have to believe to justify the high valuation that the market is placing on Apple's stock.
We examine the potential market implications of events like the GameStop stock saga.
Which pandemic-related trends have already passed, and which ones might be around the corner?
How individual investors are changing the dynamics of a well-known strategy from the institutional investor playbook.
Risks and rewards in the 2021 corporate-bond market.
The broad equity market is trading at a 6% premium to our fair value estimates.
What's poised for a comeback when consumer behavior normalizes?
With markets at all-time highs and less travel, many consumers will splurge on consumer goods during this retail holiday season.
As the pathway to economic normalization in 2021 becomes clear, the market has begun to favor value stocks over growth stocks.
The Democrat's platform proposes major new spending programs, including healthcare, clean/renewable energy, infrastructure, and education, among others.
Regardless of who wins, long-term investors should remain focused on the economic recovery.
A surge in new coronavirus cases has sent stocks on a downward spiral.
A look at utilities, energy, and the budding cannabis industry in a continuation of the Trump presidency or a new Biden administration.
We examine the major contrasts between the two administrations when it comes to tax policy, international relations, and infrastructure and how companies would fare.
As part of our evaluation of the trends that will shape these areas of the economy, we took these factors into account.
As Election Day nears and the coronavirus vaccine trials continue, headlines may lead to volatility, but we expect economic rebound to keep on.
Although the market's largest names are pricey, we see several pockets of value.
Several mega-cap stocks significantly overvalued.
Market sells off as overvalued technology stocks retreat, whereas energy still looks cheap.
As the fears that drove credit spreads to their widest levels in 20 years failed to materialize, corporate credit spreads tightened meaningfully throughout the second quarter.
Restaurants and bars account for most of the surprising increase in jobs; our thesis holds that the long-term trend in GDP will not be significantly altered by the coronavirus.