Tag: WebExtra

CONSUELO’S IN THE GUEST CHAIR!

September 27, 2013

The syndicated radio program, “On The Money” interviewed Consuelo this week and you can hear what she said here. The host, Steve Pomeranz, asks Consuelo about the anticipated rise in interest rates, the reasons for the bond market’s strong reaction to the “taper caper” and the importance of looking at the whole macro picture before digging down to find the right company in which to invest.

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A BIG JOB CHANGE FOR A GREAT INVESTOR

September 20, 2013

WEALTHTRACK has identified Kathleen Gaffney as a next generation Great Investor because of her outstanding track record at the Loomis Sayles Bond Fund, alongside legendary co-manager Dan Fuss. Gaffney recently left her old firm to launch a new bond fund at Eaton Vance. I asked her to explain the biggest difference between running a huge fund and a much smaller new one.

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HOW TO INVEST IN THE NEW “EMERGING MARKET”: MIDDLE AMERICA

September 12, 2013

Forget overseas emerging markets! Top-rated strategist, Francois Trahan and economist, Nancy Lazar, partners at Cornerstone Macro, say their favorite emerging market is developing right here at home. Its Middle America which is benefiting from a renaissance in manufacturing and a resurgence in energy production and is attracting both U.S. and foreign investment. Trahan and Lazar say now is the time to pull back from risky overseas emerging markets and buy businesses in America.  They identified nearly 100, mostly industrial companies in the S&P 1500 that meet their criteria of generating more than 75% of their sales in the U.S.. The first 40 companies on their list have no foreign sales at all.  Happy hunting!

Ticker Name Foreign Sales % Total Sales
AAON AAON Inc. 0.0
ABM ABM Industries Inc. 0.0
ALK Alaska Air Group Inc. 0.0
ALGT Allegiant Travel Co. 0.0
ATK Alliant Techsystems Inc. 0.0
ABFS Arkansas Best Corp. 0.0
AZZ AZZ Inc. 0.0
CTAS Cintas Corp. 0.0
FIX Comfort Systems USA Inc. 0.0
CSX CSX Corp. 0.0
WIRE Encore Wire Corp. 0.0
EGL Engility Holdings Inc. 0.0
FWRD Forward Air Corp. 0.0
FCN FTI Consulting Inc. 0.0
GY GenCorp Inc. 0.0
GVA Granite Construction Inc. 0.0
HCSG Healthcare Services Group Inc. 0.0
HTLD Heartland Express Inc. 0.0
HNI HNI Corp. 0.0
HUBG Hub Group Inc. Cl A 0.0
HII Huntington Ingalls Industries Inc. 0.0
NSP Insperity Inc. 0.0
TILE Interface Inc. 0.0
JBHT J.B. Hunt Transport Services Inc. 0.0
KEX Kirby Corp. 0.0
KNX Knight Transportation Inc. 0.0
LSTR Landstar System Inc. 0.0
MSM MSC Industrial Direct Co. Cl A 0.0
NPK National Presto Industries Inc. 0.0
NCS NCI Building Systems Inc. 0.0
NSC Norfolk Southern Corp. 0.0
ODFL Old Dominion Freight Line Inc. 0.0
RSG Republic Services Inc. 0.0
SKYW SkyWest Inc. 0.0
LUV Southwest Airlines Co. 0.0
UNP Union Pacific Corp. 0.0
USTR United Stationers Inc. 0.0
VICR Vicor Corp. 0.0
WCN Waste Connections Inc. 0.0
WSO Watsco Inc. 0.0
DY Dycom Industries Inc. 1.0
UFPI Universal Forest Products Inc. 2.4
TRN Trinity Industries Inc. 2.5
TBI TrueBlue Inc. 3.5
APOG Apogee Enterprises Inc. 4.6
AVAV AeroVironment Inc. 5.0
DLX Deluxe Corp. 5.8
ADT ADT Corporation 6.0
ROCK Gibraltar Industries Inc. 6.1
WM Waste Management Inc. 6.1
ASGN On Assignment Inc. 6.3
CNW Con-Way Inc. 7.0
EME EMCOR Group Inc. 8.5
UNF UniFirst Corp. 8.9
XLS Exelis Inc. 9.9
NOC Northrop Grumman Corp. 10.0
CHRW C.H. Robinson Worldwide Inc. 10.3
AYI Acuity Brands Inc. 10.6
NCI Navigant Consulting Inc. 10.7
FAST Fastenal Co. 10.7
EXPO Exponent Inc. 10.9
WERN Werner Enterprises Inc. 13.0
TGI Triumph Group Inc. 13.0
KAMN Kaman Corp. 13.4
PWR Quanta Services Inc. 14.6
URI United Rentals Inc. 15.0
AIT Applied Industrial Technologies Inc. 15.4
R Ryder System Inc. 16.4
HUB.B Hubbell Inc. Cl B 16.5
LMT Lockheed Martin Corp. 17.0
FBHS Fortune Brands Home & Security Inc 17.3
MINI Mobile Mini Inc. 17.6
GK G & K Services Inc. Shs -A- 18.0
PCP Precision Castparts Corp. 18.0
LLL L-3 Communications Holdings Inc. 18.6
OSK Oshkosh Corp. 18.8
ORB Orbital Sciences Corp. 19.6
AIR AAR Corp. 20.0
TDY Teledyne Technologies Inc. 20.1
GD General Dynamics Corp. 20.7
NX Quanex Building Products Corp. 20.7
URS URS Corp. 21.3
CSL Carlisle Cos. 21.3
CDI CDI Corp. 21.3
CPRT Copart Inc. 21.6
MAS Masco Corp. 21.9
GWR Genesee & Wyoming Inc. Cl A 22.4
MLI Mueller Industries Inc. 22.5
ROP Roper Industries Inc. 22.7
SXI Standex International Corp. 22.7
GMT GATX Corp. 23.0
GWW W.W. Grainger Inc. 23.6
EFX Equifax Inc. 23.7
RRD R.R. Donnelley & Sons Co. 24.5
TTEK Tetra Tech Inc. 24.5

WHAT CORN AND THE TREASURY MARKET HAVE IN COMMON

September 6, 2013

Great Investor Robert Kessler gives us insight into what markets he watches to predict what will happen to U.S. Treasuries. He also explains exactly why he has stuck with the Treasury market for decades against all the Wall Street naysayers.

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REIT and Commercial Real Estate Returns: A Post Mortem of the Financial Crisis

August 23, 2013
REIT and Commercial Real Estate Returns: A Post Mortem of the Financial Crisis. (click to download pdf)

REIT and Commercial Real Estate Returns: A Post Mortem of the Financial Crisis. (click to download pdf)

Gregg Fisher is the Chief Investment Officer of Gerstein Fisher, an independent investment management and advisory firm he founded in 1993. Gerstein Fisher was named to Barron’s list of top 100 financial advisors in 2013. Its Gerstein Fisher Research Center, which works with leading academics recently published a paper on real estate investment trusts. Gerstein Fisher also recently launched a mutual fund to invest in global commercial REITs.

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