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Why Cognizant Shines Brighter as a Stock Pick

Posted March 24, 2017 at 1:00 AM EST

Why-Cognizant-Shines-Brighter-as-a-Stock-Pick

The company is a shining star in the business process outsourcing industry, says Vitaliy Katsenelson, CIO at Investment Management Associates.


 

The Pharma Stocks We’re Buying Now

Posted March 8, 2017 at 4:09 PM EST

The-Pharma-Stocks-Were-Buying-Now
Mylan NV's logo is displayed on a box of EpiPen 2-Pak allergy (Photo credit: Daniel Acker/Bloomberg).

In my previous column I explained why we are partial to pharmaceuticals, a sector politicians love to hate. Here’s how we’re playing our view.


 

The Sector Politicians Love to Hate — and Why We’re Buying It

Posted March 2, 2017 at 2:38 PM EST

The-Sector-Politicians-Love-to-Hateand-Why-Were-Buying-It
Illustration by Alex Agius for Institutional Investor.

Pharmaceuticals stocks have been in the crosshairs of politicians on both sides of the aisle. But the noise has created buying opportunities.


 

Trump May Equal Volatility, but Volatility Doesn’t Equal Risk

Posted February 10, 2017 at 1:00 AM EST

Trump-May-Equal-Volatility-but-Volatility-Doesnt-Equal-Risk
U.S. President Donald Trump, center, speaks during a meeting with key business leaders at the Roosevelt Room of the White House in Washington, D.C., U.S., on Jan. 23, 2017 (Photo credit: Ron Sachs/Pool via Bloomberg).

The new president of the United States is leaving many feeling anxious. But even if markets take a wild ride, that’s not necessarily bad for investors.