The ‘Sweet Spot’ Stocks Most Investors Miss

Midcap stocks have been met with indifference by many investors, but may be worthy of some attention, according to a recent article in Investor’s Business Daily. So far this year, the article reports, midcaps (stocks valued at an average of $4 billion) are outperforming their small cap peers, but tend to “fall through the cracks” since they’re below the large-cap threshold ($8 billion) and above the small-cap threshold ($1 billion). The article cites comments from… Read More

Avoiding the Value Trap when Shopping for Payout

Shopping for yield when interest rates are at rock bottom levels can attract an investor to low-priced stocks that may not be the best prospects. A recent Barron’s article cautioned investors that high-yielding stocks could be “value traps”. Analysts at Evercore’s ISI Team (a research arm of Evercore Partners, an investment bank and money manager) explain, “Dividend yield as a factor for stock selection [must] be combined with other factors.” These other factors include payout… Read More