LLY – Smarter Investing

Huge uncertainty hangs over the markets in 2016

Finding the path forward

Stay invested in competitive companies with good cash flow

Investors with a long time horizon will find bargains

Strategies

The worst of the energy bust may be drawing to a close. Here's why.

Strategies

In markets like this, stay with strong cash-flow companies.

Strategies

Europe and Asia economies are lackluster compared to US.

Strategies

With the population aging, healthcare is a growth sector.

Strategies

We did some housecleaning in the Health Care portfolio.

Strategies

I am very satisfied with the recent performance of the holdings in this Healthcare model.

Strategies

I added Amgen to the model due to its underlying fundamental and technical strength.

Strategies

The model represents many different investing themes and sub-sectors within the healthcare field.

Strategies

Deere is trading at close to ten times estimated 2012 earnings which is a modest multiple vs. that of the S&P.

Strategies