Even if you're on the right track, you'll get run over if you just sit there.
Sheaff Brock is making news in the investment industry. Dave Gilreath, Managing Partner and Chief Investment Officer, is a contributor of investment news and perspectives to a variety of financial publications, including CNBC, Investopedia.com, MD Magazine (Physicians' Money Digest), Seeking Alpha, and Wealth Management.
Click on the text links below to access our latest feature stories.
CVS and BMY Still Undervalued Despite Strategic Moves, by David Gilreath, principal at Sheaff Brock, for Seeking Alpha
Despite healthcare stocks having generally good fundamentals in recent years, the market is still underpricing this category due to regulatory fears and the 2020 election healthcare debate. Yet American demand for quality healthcare won’t change, which may provide opportunities for investment growth ahead.
Preferred Stocks Offer Investors an Alternative to Bonds—And Active Management has been Better, by David Gilreath, principal at Sheaff Brock, for CNBC
As fearful investors have settled for lower yields to reduce risk in recent months, they've poured more than $293 billion into bond funds in the 12-month period preceding September. However, in their flight from stocks, many investors are overlooking a practical alternative to bonds that typically pays higher yields: preferred stocks.
Dave Gilreath explains the potential advantages of preferreds—better yields and reduction of risk from both common stock and bond holdings.
Easing Fears and Reducing Risk With Value Stocks, by David Gilreath, principal at Sheaff Brock, for Financial Advisor
Abundant data suggest that a recession isn’t just around the corner, but expectations of near-term economic and market doom have many individual investors fearful for the fate of their portfolios.
Managing clients in this state is a difficult advisory challenge. But what if you could adjust client portfolios in a way that might assuage their fears, provide some protection in a slowing market, and still position them well if the bull continues? Dave Gilreath shares potential opportunities in a recent article for Financial Advisor magazine.
Tech Wolves in Sheep’s Clothing Still Have Teeth, by David Gilreath, principal at Sheaff Brock, for Physicians’ Money Digest
So, what is the new style box status for large tech stocks whose prices have been dropping even as their surface revenues and earnings continue to grow? These stocks appear to be shifting into the value category—some for the first time in years, or perhaps, ever—making them particularly attractive now.
Why Market and Recession Fears are Greatly Exaggerated, by David Gilreath, principal at Sheaff Brock, for Physicians' Money Digest
While there’s a lot of noise about market failure and recession, when the total picture is assessed more dispassionately, the inescapable conclusion may be that there’s no cause for alarm.
Surfing The Data Tsunami With REITs, by David Gilreath, principal at Sheaff Brock, for Seeking Alpha
The global obsession with faster downloads of streaming video means that 5G will be in popular demand. Dave Gilreath believes the resulting increase in wireless traffic, data storage and processing should translate into significant growth projections for internet-enabled items...and the potential for data center REITs to be well-positioned for 5G investing.
How Global Tumult Can Help US Markets, by David Gilreath, principal at Sheaff Brock, for Physicians' Money Digest
Sometimes, perception about what's good or bad for the stock market turns out to be just the opposite. What if the possible fallout from the current tariff war with China and the political instability in Europe helps attract more foreign money into US markets...because it doesn’t have a better place to go? Dave Gilreath sees the potential benefits.
Investing in Two Kinds of Buzz: Cannabis and 5G, by David Gilreath, principal at Sheaff Brock, for Physicians' Money Digest
Similarities between marijuana and 5G wireless technology may not be obvious at first glance. Yet the seeming opportunities for investing in the appropriate REITs (real estate investment trusts) for each of these industries may offer similar benefits for investors.
Factors Investors That Fear the Bear/Recession Market Ignore, by David Gilreath, principal at Sheaff Brock, for Physicians' Money Digest
Do you ever feel like that recession that's supposedly "right around the corner" just keeps... not happening? This month, Dave looks at some of the current recession fears, how they might be misinterpretations, and what facts those expecting the market to tank may not be considering.
Harnessing Volatility with a Long-Term Options Strategy, by David Gilreath, principal at Sheaff Brock, for Physicians' Money Digest
"Risk isn't what's always happening, but what might happen. So equating volatility with risk doesn't work." - In this article, Dave looks at the difference between 'risk' and 'volatility' and how, especially when considering an options-based long term approach to investing, volatility could be of benefit to your portfolio.