Global expert Vivian Lewis offers a counter-initutative trade on Trump administration policies. Here, the editor of Global Investing looks at a closed-end funds with exposure to Cuba.
This "Trump pick" is a snub to the President’s trade and diplomatic reversals of Obama’s wins regarding Cuba. We are buying back Herzfeld Caribbean Basin Fund (CUBA), following in the footsteps of its founder, Tom Herzfeld, and his son Erik.
This is a narrowly-traded closed-end fund (CEF) which invests, officially, in equities of companies doing business in the Caribbean Basin.
Its holdings include several of our recommended stocks including Banco Latino-Americano de Comercio (BLX), a Panamanian multi-lateral trade finance bank; and Copa (CPA), a Panama-based regional airline.
It also holds positions in US firms working in the region, which currently account for over half its portfolio. The fund has a $40 million in market cap and pays a 2.07% dividend $0.13496 per share.
good stocks to invest in now: Barclays PLC(BCS)
- [By WWW.THESTREET.COM]
Banco Santander (SAN) : “I prefer Barclays (BCS) , but let’s wait and see what the other banks have to say”
ProLogis (PLD) : “I am not a fan of that group right now, but that one is best of breed.”
- [By Jon C. Ogg]
Barclays PLC (NYSE: BCS) was raised to Overweight from Equal Weight at Morgan Stanley. Its American depositary sharesclosed up 2.6% at $11.36 on Thursday and were indicated up 1.2% at $11.50 on Friday. The52-week range is $6.76 to $12.05.
good stocks to invest in now: Consolidated Communications Holdings Inc.(CNSL)
- [By Lisa Levin]
Wednesday afternoon, the telecommunications services sector proved to be a source of strength for the market. Leading the sector was strength from Consolidated Communications Holdings Inc (NASDAQ: CNSL) and Telecom Argentina SA (ADR) (NYSE: TEO).
- [By Lisa Levin]
In trading on Thursday, telecommunications services shares fell by 0.96 percent. Meanwhile, top losers in the sector included Consolidated Communications Holdings Inc (NASDAQ: CNSL), down 7 percent, and Internet Gold Golden Lines Ltd (NASDAQ: IGLD), down 6 percent.
good stocks to invest in now: BIG YELLOW GROUP PLC (BYLOF)
- [By SEEKINGALPHA.COM]
The Big Yellow Group (OTC:BYLOF) recognized this opportunity back in 1998 when it was founded and has ever since been working towards bringing new supply of self-storage properties to the UK market. The strategy resulted in the following performance:
good stocks to invest in now: Polycom Inc.(PLCM)
- [By Emily Stewart]
Polycom (PLCM) is Soros’ top tech holding. As of the end of the second quarter, he owns 7.9 million shares valued at $89.2 million.
Polycom provides collaboration solutions for voice, video, and content sharing. It has a $1.7 billion market cap and trades at a P/E of 73.24.
good stocks to invest in now: Phillips 66(PSX)
- [By Matthew DiLallo]
After facing several challenges in 2016 that pushed down results, Phillips 66 (NYSE:PSX) bounced back big-time in the first quarter. The company trounced the consensus estimate by a whopping $0.51 per share, which was roughly 10 times higher than the $0.05 per share analysts expected.
- [By Shanthi Rexaline]
The six companies that met the criterion are:
Oshkosh Corp (NYSE: OSK). Phillips 66 (NYSE: PSX). SpartanNash Co (NASDAQ: SPTN). Suncor Energy Inc. (USA) (NYSE: SU). Washington Federal Inc. (NASDAQ: WAFD). Barnes & Noble, Inc. (NYSE: BKS).
Oshkosh is a manufacturer of specialty vehicles and vehicle bodies and is based in Wisconsin. The company operates under four business segments, namely access equipment, defense, fire and emergency, and commercial.
- [By Matthew DiLallo, Tyler Crowe, and Jason Hall]
Oil prices haven’t gotten off to the fast start many expected, falling around 6% on average during the first quarter of the year. That slump came despite OPEC’s best efforts since producing nations have achieved fairly good compliance on their planned output cuts. That said, despite the lackluster oil market, we still see some interestingopportunities in the oil market. Three stocks we really like right now are DistributionNOW(NYSE:DNOW),Phillips 66(NYSE:PSX), andConocoPhillips(NYSE:COP), which all should do well in the current oil market.