Sector Analysis: Consumer Staples

How would you describe the Consumer Staples sector and its place in a portfolio? Consumer staples are often a healthy portion of portfolios because they offset the higher volatility sectors. These stocks are definitely valued in legacy accounts where there is a...

Coronavirus Whitepaper

The Coronavirus and the Impact on the Economy   What is COVID-19? Virus Base Comorbidity Over age 70 R-naught (transmission) COVID-19 1.5%-4.5% 6.0%-14.0% 8.0%-22.0% 2.0-2.5 SARS 10% Unclear 75%+ 2.0-5.0 MERS 30-40% Unclear 75%+ 0.3-0.8 Influenza 0.1% 5-20% 49% 1.25...

Sector Analysis: Healthcare

Why is it important to look at equities from a sector perspective? Each sector is different and has different characteristics. Every sector has different capital needs, and the biggest question becomes, “how does the business actually run from a sector basis?” For...