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Invest with an Edge

ETFs

Here are brief descriptions of the exchange-traded funds were are adding to our model portfolios:

Mattel: "Deep Value, Iconic Brands"

STOCKS Tickers: MAT

She’s 58 years old, and she doesn’t look a day over 21. We refer to Barbie, the ubiquitous and still fashionable doll manufactured by Mattel (MAT),…

Socially-Reponsible Turnarounds

STRATEGIES Tickers: VFC, WFM

Intangibles that go beyond traditional financial measures, such as how companies protect the environment, promote fair treatment of people and…

Two Bets on Healthcare Reform

HEALTHCARE Tickers: BMY, VTR

Don’t be scared by headlines over healthcare reform; my bet is that o matter what sort of reform finally come out of Congress, the winners will…

US Investment Report

TECHNOLOGY

We have added several technology plays to our buy list. All five are expected to grow earnings by 20.3% for the next five years. They trade at…

Lazard: Mergers & Acquisitions

FINANCIALS Tickers: LAZ

President Trump’s policies, a stronger dollar, healthier global growth and cheap debt (for now) are shaping up as the perfect conditions for a…