3 Places To Profit (That Are NOT Tech!)
Technology stocks got trounced in the last week as investors sold their winners and bought previous laggards. If you’re looking for new places to profit, too, here are three to consider – courtesy of top MoneyShow experts.
In this episode of the MoneyShow MoneyMasters Podcast, Nicholas Bohnsack, president and CEO of Strategas Securities, and Amy Zhang, executive vice president and portfolio manager at Alger, reveal the powerful currents driving markets in 2025.
Nicholas breaks down the real implications of monetary policy moves, inflation trends, and labor market pressures – and shares his favorite investing themes. Meanwhile, Amy explains why and where small and mid-cap stocks are quietly outperforming, details how in-depth research can help drive results in the SMID space, and spotlights sectors and companies that are often overlooked.
From AI’s growing influence to the realities of deglobalization, they challenge conventional thinking and offer precise strategies for navigating risk and opportunity in an unpredictable landscape.
Reminder: Nicholas and Amy will be speaking at the 2025 MoneyShow/TradersEXPO Orlando, scheduled for Oct. 16-18 at the Omni Orlando Resort at ChampionsGate. Click here to register.
MORE FOR YOU
US companies have announced $983.6 billion worth of stock buybacks so far this year, the best start to a year on record, according to Birinyi Associates. The 20 largest companies account for almost half of repurchases. One fund I like here is the Tweedy, Browne Insider and Value ETF (COPY).
Meanwhile, all the talk about foreign countries and companies needing to invest more in America ignores that since 2006, foreign investments in US assets have outpaced our investments in foreign assets by about $26 trillion. As recently as 2023, the US received nearly $2 trillion in foreign capital inflows. Foreign countries also own about 25% of our outstanding government bonds and 20% of the US stock market.
Stock Copy
QuoteMedia
Now let’s turn to another innovative ETF to lower risk and add some value stocks to our core portfolio. One of the first stock funds I purchased was a Tweedy, Browne fund, and how I wish I had held on to it. Tweedy, Browne was founded in 1920 and now has only $8.6 billion in assets.
COPY offers a potent combination of value, international, and small-cap stocks. This ETF targets the following five characteristics:
1) Low price-to-book and price-to-earnings multiples
2) Share repurchases
3) Small-cap orientation
4) Above-average dividend yields
5) Out-of-favor, mispriced stocks.
This is a great company – and ETF in an uptrend.
Ben Reynolds Sure Passive Income
Primerica Inc. (PRI) provides term life insurance to middle-income households in the US and Canada. On behalf of third parties, it also offers mutual funds, annuities, and other financial products. Primerica has demonstrated strong historical performance, with its earnings per share growing at a stellar compound annual rate of 15.6% over the past decade..
As of June 30, PRI insured more than 5.5 million lives and had approximately three million client investment accounts. The company’s product offerings are sold via a network of 152,592 licensed sales representatives who are independent contractors.
On Aug. 6, PRI released its financial results for the second quarter ended June 30. The company’s total adjusted operating revenue increased by 7.4% year-over-year to $796 million during the quarter.
Stock Primerica
Passive Income
That was mostly driven by double-digit percentage growth in the Investment and Savings Products segment, with revenue of $298.3 million in the quarter. Term Life Insurance revenue increased 3%, while Corporation and Other Distributed Products revenue increased 5% for the quarter.
Adjusted EPS of $5.46 (after backing out one-time items) grew 10.3% over the year-ago period. Adjusted diluted EPS beat the analyst consensus during the quarter by $0.26.
Meanwhile, we believe Primerica offers a solid degree of financial safety. That is anchored by a consistently low dividend payout ratio, which has averaged just 16% over the past five years. It now stands at 20% based on this year’s expected EPS of $21.21.
We expect Primerica to grow EPS at a rate of about 10% annually over the next five years. This growth will likely be driven by a mix of factors, including the continued expansion of its sales force. We also expect share repurchases to be a continued growth driver.
Recommended Action: Buy PRI.