Dr. Stephen Leeb
As Chairman and Chief Investment Officer of Leeb Capital Management, a registered investment advisor, Dr. Stephen Leeb has been managing big cap growth portfolios since 1999. Over the last decade, his independently-verified performance record has been ranked in the top 5% among peers according to Informa’s PSN manager database. Dr. Leeb is also founder of the Leeb Group, which publishes financial newsletters including The Complete Investor, Leeb’s Income Performance Letter, Leeb’s Real World Investing e-letter, Leeb’s Aggressive Trader, Leeb’s Million Dollar Portfolio and Leeb’s ETF World Alert e-letter. His total readership exceeds 250,000. Dr. Leeb earned his Bachelor’s degree in Economics from the University of Pennsylvania’s Wharton School of Business. He then completed both a Master’s degree in Mathematics and a Ph.D. in Psychology at the University of Illinois.
Articles by Dr. Stephen Leeb
Our recommendation is a sale of a biotech with disappointing quarterly results.
This airline supplier is looking to increase revenues in three key areas. Analysts are forecasting growth of 10.5% next quarter and 17.8% next year.
From The Complete Investor
Astronics (ATRO), the leading supplier of electrical power and motion and lighting and safety products to is...
This emerging markets fund has a current dividend yield of 5.61%, paid monthly. The fund’s top five holdings include Petrobras Glbl Fin B V 8.375% (2.10% of assets); Petrobras Glbl Fin B V 8.75% (2.01%); Petroleos Mexicanos 6.5% (1.93%); United Mexican States 10% and...
Brokerage firm Jefferies also likes our first idea—a media company, saying it’s a great buy, based on valuation and international growth prospects. Our second recommendation is a sale of a pharmacy stock.
Sell: CVS Health Corporation (CVS)
From The Complete Investor
Updated from Investment Digest 761, September 17, 2014
We are selling CVS Health Corporation (CVS). The company has been losing market share in its pharmacy benefit management (PBM) business, which results in both fewer prescriptions filled by and...
This energy partnership beat earnings estimates by $0.07 last quarter, and the company has raised its guidance for 2016 distributable cash flow from $910 million to $925 million. The shares have a current dividend yield of 5.03%, paid quarterly.
Magellan Midstream Partners (MMP 66)
This industrial company is shedding businesses, expanding into higher-margin product lines, and is on the cusp of a turnaround. The shares have a current dividend yield of 3.79%, paid quarterly.
From The Complete Investor
Emerson (EMR) is a company in transition. The company is itself...
Schlumberger Ltd (SLB) and Halliburton Co. (HAL) are the two top holdings of this ETF, comprising 21.96% and 15.74%, respectively, of the portfolio. The ETF has a current dividend yield of 2.28%, paid quarterly.
VanEck Vectors Oil Services ETF (OIH)From The Complete Investor
Since we Core...
This fixed income fund is rated four stars by Morningstar. The fund has a dividend yield of 2.82%, paid monthly.
PIMCO Total Return D fund (PTTDX) From Leeb Income Performance
PIMCO Total Return D fund (PTTDX) made a lot of headlines lately. It used to the...
The top five holdings of this balanced fund are: Oracle Corp (ORCL, 4.99% of assets); United Technologies Corp (UTX, 3.40%); Tencent Holdings Ltd (TCTZF, 3.37%); Aon PLC (AON, 3.11%) and Naspers Ltd (NAPRF.JO, 3.07%).
FPA Crescent Fund (FPACX) From Leeb Income Performance
One of the funds...
Sell: Williams Co. (WMB) From Leeb Income Performance Updated from Dividend Digest 272, May 13, 2015
Some deals can be outright ill-timed. Such was the proposed acquisition of Williams Companies (WMB) by Energy Transfer Partners. When the offer was made last June, Williams valued...
This chemical company beat analysts’ estimates by $0.26 last quarter. For 2016, 17 analysts have raised their EPS forecasts for the company, and 14 have done so for next year.
Albemarle (ALB) From The Complete Investor
Albemarle (ALB) has long been a leading producer of chemicals...
The top holdings in this Morningstar three-star-rated fund are Intel, Canadian and Ford Motor Co. bonds. The fund has a yield of 2.4%, paid monthly.
Loomis Sayles Bond Fund (LSBRX) From Leeb Income Performance
As a multi-sector fund, Loomis Sayles Bond Fund (LSBRX) is allowed invest...
Goldman recently initiated coverage of this cyber security company, with a ‘Buy’ rating. The company has also been rumored as a possible takeover candidate. It will announce earnings on May 5, and current EPS estimates are $0.16. The company beat earnings by $0.19 quarter.
Our first recommendation is a mortgage REIT that has a dividend yield of 9.86%, paid quarterly. Our second is a sale of a closed-end fund.
Buy: Starwood Property Trust (STWD) from Leeb Income Performance
Real Estate Investment Trusts (REITs) were created to allow stock investors access...
Sell: Calamos Convertible and High Income Fund (CHY) from Leeb Income Performance Updated from Dividend Digest 267, December 10, 2014
Current market conditions continue to keep most U.S. closed-end funds under pressure. The most notable sign of that pressure has been the persistent discount their...
This Warren Buffett-backed electric car company is forecasting that its sales will triple this year.
BYD (BYDDF) From The Complete Investor
The rivalry between the U.S. and China plays out on many different fronts. One is a battle for leadership of the electric vehicle (EV) BYD...