Our VSLs lists of Mega Cap, Growth, Dividend, International Stocks and select ETFs are chosen because they aligned to the major secular trends unfolding in today's economies globally.
Companies not aligned and that are being disrupted by new technologies will go the way the way of the dinosaurs if they do not adapt and change.
Massive GOVT stimulus, incentives, regulation and penalties are what can change the timing of secular trends i.e. speed them up or slow them down — think 'follow the money' .
As climate change continues to be at the forefront of government and corporate priorities, we keep a keen eye on how this influences government policy and the activity of large investment funds.
With the retirement of the baby boomers, the workforce will continue to shrink, in turn driving up wages. We look to see how healthcare and AI can improve the quality of aged care coupled with productivity improvements.
We look for how technology can bring productivity gains and better ways of working to increase quality of life. We believe fast adopters of Artificial Intelligence (AI) will prevail over those who are laggards.
Massive corporate debt will make it hard for one-third of all companies to refinance during the next recession. We focus on companies with growing revenues and decreasing debt obligations.
The stocks on our Very Short List (VSL) have dividends in excess of 3% and are expected to have similar or better total return potential compared to the S&P 500.
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