01-04-2016, 06:45 AM
I imagine now that we have 2015 officially behind us that calendar year 2016 will be a much better accumulation phase in oil/energy, industrial's and consumer goods such as ADM that have been affected by the price of oil. Unless it's to stabilize and strengthen the bottom line of the business hopefully we don't experience many dividend cuts--I'm heavily invested in oil/energy but I'm okay with that, even a dividend cut to companies such as KMI is not going to make me sell, in fact, I'll buy one lot of KMI sometime this year to bring it up to a full position. Another favorite are the rail roads. It should be really good for refineries/chemical makers such as Phillips66 as oil prices stay low.
The financial/insurance/real estate sectors has always been one of my favorites and rising interest rates, even small raises, should be good for these companies. I'd love to add some Wells Fargo (maybe) and to my Canadian Banks this year. I'll watch and see what happens to the REITS. Last year was fairly strong for my insurance stocks and I expect the same this year.
Maybe I'll be able to initiate some good consumer goods/durable's/services. Not sure, maybe companies such as WMT and VFC.
I expect a strong outing in Healthcare and Technology, Healthcare just because I expect continued growth as usual and will most likely initiate an investment on GILD before the market catches onto this company. Technology, my rationale is anything that helps companies save money will do great this year.
Well, these are just some of my early morning thoughts--work time : /
The financial/insurance/real estate sectors has always been one of my favorites and rising interest rates, even small raises, should be good for these companies. I'd love to add some Wells Fargo (maybe) and to my Canadian Banks this year. I'll watch and see what happens to the REITS. Last year was fairly strong for my insurance stocks and I expect the same this year.
Maybe I'll be able to initiate some good consumer goods/durable's/services. Not sure, maybe companies such as WMT and VFC.
I expect a strong outing in Healthcare and Technology, Healthcare just because I expect continued growth as usual and will most likely initiate an investment on GILD before the market catches onto this company. Technology, my rationale is anything that helps companies save money will do great this year.
Well, these are just some of my early morning thoughts--work time : /