A roundup of investment ideas for active investors
, providing investors looking for bargains with a host of stock ideas to watch amid ongoing market volatility. The five themes are de-globalization, changing market leadership, inflation, cost of capital shock and productivity.
The team listed companies that most benefit, as well as those that will get hurt the most, from inflation pressure. Stocks that climb most with inflation include Freeport McMoRan Inc., Mosaic Co., Devon Energy Corp. and Applied Materials. Companies where stock prices rise most as inflation falls areThe cost of capital shock attempts to identify companies where profitability in terms of return on capital is most resilient to higher borrowing costs in the corporate bond market.
Beyond having traditional hedges such as gold, there is a strong bull case to be made for having Aerospace & Defense exposure in portfolios at this time of heightened geopolitical risks throughout the world, say economists David Rosenberg and Marius Jongstra.
Fast-forward nearly 40 years, to Sept. 29, 2023. Royal Bank’s shares closed that day at $118.70. So, based on capital growth alone, excluding dividends, the initial investment of $34,380 would have grown to $949,600 . That works out to a return of about 2,662 per cent, or 8.7 per cent on a compound annual basis.Assuming all dividends were reinvested in additional Royal Bank shares, the initial investment would have grown at a compound annual rate of slightly more than 13 per cent.
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