Media: Where To Be Positioned This Summer

I caught a few moments of screen time on CNBC this afternoon.  The discussion was about how investors should be positioned in the markets.  I really didn’t get much in so I’ll give you some bullet points below…

Basically, what I wanted to get across is that we view equities as superior to bonds for the most part but that we’ve been de-emphasizing cyclical stuff like Industrials and Energy in favor of some secular growth areas of tech and high dividend-yielding plays on the other side of the ledger.

They had two bond managers on who didn’t have much to say strategically (or tactically or at all) so I’ll just say re: bonds that you can call me when the Treasury is yielding 4% or better, until then no thank you.  Fixed income is too hard right now for individual investors to be picking individual credits.  There’s no reason to buy an index because you’re being paid almost nothing.  Investors need to watch their durations if buying bond funds – interest rate risk is a bitch.

I’m far from fully invested here as I think this summer offers better prices but I’m finding some specific stories that I like in tech, healthcare and consumer staples.

Three names I was going to discuss are Rackspace (RAX), Vertex Pharma (VRTX) and the S&P 1500 Dividend Aristocrats ETF (SDY).  We’re long all three for client accounts.



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