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Minnelli returned to the hospital for further treatment immediately after the performance at the jazz club Birdland benefiting the Women's Health Initiative and the Dr. Philomena McAndrew Fund of Tower Cancer Research Foundation.</html> | Minnelli returned to the hospital for further treatment immediately after the performance at the jazz club Birdland benefiting the Women's Health Initiative and the Dr. Philomena McAndrew Fund of Tower Cancer Research Foundation.</html> | ||
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| + | == Investment Trends == | ||
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| + | <html>After nearly five years, some are predicting the bull market in stocks is nearing an end. | ||
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| + | Milwaukee money manager Joel D. Vrabel isn't so sure. | ||
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| + | Vrabel says the market should follow a predictable end-of-cycle pattern where it gradually narrows into a smaller and smaller number of top performers, such as the so-called stocks that propelled the bull market in the early 1970s. | ||
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| + | We're not bearish on the market's prospects and believe we'll have a year-end rally when they solve the debt ceiling crisis,<b>[http://swargaranischool.com/newjus_invcerm.html Cheap Authentic New York Giants Jerseys On Sale]</b>, said Vrabel, chief investment officer and senior portfolio manager in the Milwaukee office of Ziegler Lotsoff Capital Management LLC. | ||
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| + | Growth continues at a sub-par pace, but Vrabel says he sees a global expansion that is stubbornly improving. | ||
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| + | So he said he is trimming positions in potentially more volatile stocks those with higher valuations,<b>[http://lampit.in/product.html Patriots Jerseys On Sale]</b>, smaller market capitalizations and economically sensitive businesses. He is buying and holding above-average, longer duration growth companies, particularly those with a high percentage of foreign revenue, he said. | ||
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| + | Lower trading values, rising legal costs and nagging issues with loan loss reserves are all factors that could challenge major banks' earnings growth, he said. | ||
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| + | But other market areas look better. Biotech companies with strong organic growth include Biogen Idec Inc. (BIIB; $234.80), Celgene Corp. (CELG; $153.17) and Gilead Sciences Inc. (GILD; $62.69), Vrabel said. | ||
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| + | Robert Half International Inc. (RHI; $39.68) is a leader in the areas of accounting, finance and IT staffing, and should benefit during the next two years from implementation of the Patient Protection and Affordable Care Act, he said. | ||
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| + | If China is able to evolve into a more consumer-centric economy,[http://fra.animaldata.info/index.php/Utilisateur:Iacnsiku4#Banned_farmer_.27expected_he_might_go_to_prison.27 Banned farmer 'expected he might go to prison'], companies that Vrabel says could get a boost include: Las Vegas Sands Corp. (LVS; $68.33), McDonald's Corp. (MCD; $94.74),<b>[http://swargaranischool.com/newjus_invcerm.html Cheap Authentic New York Giants Jerseys For Sale]</b>, Starbucks Corp. (SBUX; $77.82) and Yum! Brands Inc. (YUM; $67). | ||
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| + | (FB; $49.11), Menlo Park, Calif., is a social networking company that builds tools to help people connect, share, discover and communicate with each other on mobile devices and computers. | ||
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| + | Facebook has the largest social media network, with more than 1.1 billion active users around the world in any given month, Vrabel said. The company controls a large share of global Internet traffic and is growing revenue by about 30% a year, he said. | ||
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| + | Facebook has massive reach and engagement and continues to drive network effects and its ability to provide significant value to advertisers who can target based on age, education,[http://wiki2.agekuda.net/index.php/%E5%88%A9%E7%94%A8%E8%80%85:Qkpcpfjz4#Long_Island.27s_best_places_for_outdoor_activities Long Island's best places for outdoor activities], work history and gender, Vrabel said. It's a highly defensible platform with strong barriers to entry and fabulous monetization opportunities. | ||
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| + | The company should be able to consistently provide investors with above-average revenue and earnings growth, he said. Facebook will be valued on the basis of its strong revenue growth, rather than its price-to-earnings ratio, he added. | ||
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| + | They've built a strong revenue stream, and have begun to leverage that into earnings growth, Vrabel said. | ||
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| + | The biggest risk here is the longer-term possibility of increased competition for advertising dollars from companies like Twitter, which is planning an initial public offering, he said. | ||
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| + | These shares have a 52-week range of $18.80 to $51.60. Vrabel said he sold some in the recent run-up and would buy on dips. Facebook shares could reach $70 in the next 12 months, he said. | ||
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| + | ABOUT THIS | ||
| + | The Journal Sentinel focuses on one Wisconsin money manager or analyst in this weekly feature, looking at a trend that helps investment pros make their decisions.</html> | ||
