The following is an excerpt from Best Stocks 2018: Enterprise Products Partners L.P. Is Still Strong, originally published on InvestorPlace. I can’t say I’m happy to be finishing the first quarter in last place in InvestorPlace’s Best Stocks for 2018 contest. But I’ve been here before. In the 2016 contest, I was dead last by the end of the first quarter, and...Read More
Tadas Viskanta, editor of the excellent finanical blog Abnormal Returns, asked a group of financial bloggers the following question: Assume you are advising a pension fund, endowment or foundation. What is a reasonable long-term expectation for real returns for a well-diversified portfolio? The answered varied, but it seems like the consensus was somewhere in the ballpark...Read More
Rumors are circling that Walmart (WMT) might be acquiring Humana (HUM) or, at the very least, deepening its partnership with the health insurer. I have my own thoughts on the matter. As I shared with Reuters’ Nandita Bose, “The end goal here is to get more people in their stores, get them to buy drugs and...Read More
The following is an excerpt from Best ETFs for 2018: iShares Emerging Markets Dividend ETF Is Still in the Race. If there is a dominant theme in the Best ETFs for 2018 contest, it would seem to be “Go America!” and specifically “Go American tech!” The Market Vectors Semiconductor ETF (SMH) is leading the pack, up 7%, and four of...Read More
Interesting price action in MLPs today. Some Twitter banter: Either someone fat fingered a trade in $EPD an hour ago, or a BIG holder had to get out in a hurry. Seems to be recovering. pic.twitter.com/lJDe6el3oO — Charles Sizemore (@CharlesSizemore) March 27, 2018 The narrative making the rounds is that a big institutional player had to...Read More
