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What Not to Buy in Today’s Stock Market

Posted April 18, 2017 at 12:13 PM EST

Illustration by Kimberly Lum for Institutional Investor.

How to stay prudent when the market is partying like it’s (precrash) 1999.


Why Cognizant Shines Brighter as a Stock Pick

Posted March 24, 2017 at 1:00 AM EST


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

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

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.