Daily Alert – 11/09/18
We’re changing out some funds this month, recommending a growth fund.
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Jack Bowers
Jack Bowers is the CEO of Independent Fidelity Investors, which publishes two newsletters: Fidelity Monitor and Fidelity Insight. He also serves as chief investment strategist of Weber Asset Management and as CEO of Bowers Wealth Management. The two advisory firms have approximately $300 million under management. Mr. Bowers also serves as editor of Fidelity Monitor, the newsletter he founded in 1986. Mr. Bowers has been credited with outstanding performance by the Wall Street Journal, Money Magazine, U.S. News, The New York Times, USA Today and Investors Business Daily. He has appeared on the Forbes Newsletter Honor Roll twice. Bowers holds a bachelors degree in Electrical Engineering from Washington State University.
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Articles by Jack Bowers
Daily Alert – 11/09/18
Recommending a growth fund.
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Wall Street’s Best Investments Daily Alert – 9/7/18
The top five holdings of this small cap fund are: Emin Russell 2000 Jun18 Rtym8 N/A (0.63% of assets); Nektar Therapeutics Inc (NKTR, 0.59%); GrubHub Inc (GRUB, 0.41%); bluebird bio Inc (BLUE, 0.39%); and Aspen Technology Inc (AZPN, 0.30%).
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Wall Street’s Best Dividend Stocks Daily Alert – 8/16/18
August 16, 2018|From Wall Street’s Best Dividend Stocks|by Jack Bowers|Wall Street's Best Dividend Stocks
This high-yield fund primarily holds corporate bonds.
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Wall Street’s Best Investments Daily Alert
This emerging markets fund is trading at a discount and is an opportunity to gain exposure to some large tech stocks.
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Wall Street’s Best Investments Daily Alert
We have two funds for you today.
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Wall Street’s Best Investments Daily Alert
The top five holdings of this conservative income fund are Tmcc Mstr 1wkl+35 12/06/17 P/P(1.33% of assets); Sumitomo Mitsui Bkg FRN (1.07%); Australia & New Zeala Bkg FRN (1.00%); Bk Amer FRN (0.94%) and Ing Bk Nv 144A FRN (0.93%).
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Fidelity Monitor
Fidelity Monitor is a newsletter advisory service designed exclusively for Fidelity mutual fund investors who are willing to stick with a disciplined investment strategy. Each of its five model portfolios provides a diversified strategy for a specific level of risk. Fidelity Monitor has ties...
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Wall Street’s Best Investments Daily Alert
After Madison Square Garden and Brink’s this fund’s next three largest holdings include: Twenty-First Century Fox Inc Class B (FOX, 8.36%); S&P500 Emini Fut Sep17 Esu7, 6.18%) and Encore Capital Group Inc (ECPG, 4.81%).
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Wall Street’s Best Investments Daily Alert
September 12, 2017|From Wall Street’s Best Investments|by Jack Bowers|Wall Street's Best Investments
This stock fund is changing its strategy to include stocks with higher earnings yields.
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Wall Street’s Best Dividend Stocks Daily Alert
August 9, 2017|From Wall Street’s Best Dividend Stocks|by Jack Bowers|Wall Street's Best Dividend Stocks
This Morningstar four-star rated fund has a current dividend yield of 2.71%, paid monthly.
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Wall Street’s Best Dividend Stocks Daily Alert
May 10, 2017|From Wall Street’s Best Dividend Stocks|by Jack Bowers|Wall Street's Best Dividend Stocks
This income fund is rated four stars by Morningstar and has a current yield of 3.36%, paid monthly.
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Wall Street’s Best Investments Daily Alert
The top three sectors in this 5-star-rated fund are Industrials (22%), Consumer Cyclical (17%), and Financial Services (14%).
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Wall Street’s Best Investments Daily Alert: (FCRDX)
The top five holdings of this muni bond fund are St James Parish La Rev Var Rate 0.94% (3.79% of assets); St James Parish La Rev Var Rev B 0.95% (3.20%); Clark Cnty Nev Arpt Rev Ctfs (2.33%); Delaware St Econ Dev Auth (1.99%)...
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Wall Street’s Best Investments Daily Alert: (FLVEX)
The top five holdings of this large-cap fund are: Exxon Mobil Corp (XOM , 3.31% of assets); JPMorgan Chase & Co (JPM, 2.95%); Johnson & Johnson (JNJ, 2.60%); Wells Fargo & Co (WFC, 2.52%) and AT&T Inc (T, 2.42%).
Fidelity Large Cap Value Enhanced (FLVEX)
From...
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Wall Street’s Best Investments Top Picks Daily Alert: (FSEMX)
The top five holdings in this small- and mid-cap fund are Tesla Motors Inc (TSLA, 0.45% of assets); LinkedIn Corp Class A (LNKD, 0.44%); Las Vegas Sands Corp (LVS, 0.44%); Russell 2000 Fut Dec16 Rtaz6 (N/A, 0.37%) and Liberty Global Group C (LBTYK.L, Extended...
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Wall Street’s Best Investments: Buy (FCPEX)
The largest sectors held by this enhanced small-cap fund are: Technology (17% of assets); Industrial (15%); Healthcare (14%), Real Estate (9%) and Consumer Defensive (6%).
Fidelity Small Cap Enhanced Index (FCPEX)
From Fidelity Monitor & Insight
This month’s trade into Fidelity Small Cap Enhanced Index (FCPEX) is...
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Fidelity Value Strategies (FSLSX)
The top five holdings of this value fund are LyondellBasell Industries (LYB, 5.63% of assets); Citigroup Inc (C, 4.31%); Bank of America Corporation (BAC, 3.83%); Boston Scientific Corp (BSX, 3.28%) and Cott Corp (COT.TO, 3.25%).
Fidelity Value Strategies (FSLSX) From Fidelity Monitor & Insight
Fidelity Strategies...
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Fidelity Growth Strategies (FDEGX) & Fidelity Value Strategies (FSLSX)
Two funds to buy today. The growth fund’s top sectors are Industrials, 24.52% of assets; Consumer Cyclical, 22.73%; and Technology, 15.80%. For the value fund, the largest holdings are in: Consumer Cyclical, 23.95% of assets; Healthcare, 19.45%; and Financial Services, 18.84%. We also two...
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Fidelity High Income (SPHIX)
April 11, 2016|From Wall Street’s Best Dividend Stocks|by Jack Bowers|Wall Street's Best Dividend Stocks
This Morningstar three-star rated fund has a high yield of 6.18%, paid monthly.
Fidelity High Income (SPHIX) From Fidelity Monitor & Insight
While plunging energy prices put more money into consumers’ pockets, the downside was that the energy sector got walloped. Caught in this downdraft highly...
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