The world’s biggest economies are on the mend.
Even though the market is rising, I’m still buying when I see value.
I’m staying focused on good companies trading at attractive prices.
Macquarie Infrastructure may lift its dividend payout once more.
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Weatherford offers an enticing risk reward tradeoff for investors.
This cash flow positive maker of paint products may be worth a serious look.
The Fed will continue to support asset prices, at least for the time being.
Market expectations are low, fear is high, and valuations are attractive, setting the stage for positive surprises, says manager Bill Peattie.
The Fed is trying to combat a debt deleveraging cycle and widespread fear.