Utilities and REITs are two sectors our firm is overweight in 2019. I recently granted an interview with Bottom Line Inc. to share a few of my ideas in these areas, which you can read by clicking here.
Do you ever feel like your portfolio is a beach ball randomly bouncing around a stadium?
If that describes your recent experience, it’s easy to understand why. The S&P 500 was down over 13% last quarter. Now the index has staged a monster rally this quarter—bouncing back by 13%. Why such a dramatic reversal?
Boeing is the best-performing Dow stock over the last ten years. Since March 1, 2009, shares have soared 1,307%.
What propelled the aerospace giant into the stratosphere?
Follow the firm's free-cash flow and you'll find your answer.
Boeing's Cash Flow Surge
© 2024 Silverlight Asset Management, LLC. All rights reserved.
