Updated: December 12, 2016
With the election in the rear-view—and Inauguration Day just a few weeks off—plenty of investors have asked me what they should do with their portfolios now.
I’ll name five bargain dividend growers that should be on your buy list in a moment. But first, here are 2 sectors—and 9 stocks—you need to handle with care.
Let These 4 Growth Rockets Cool Down
On October 3, I pounded the table on defense stocks, namely Raytheon (RTN) and Northrop Grumman (NOC), and infrastructure plays Cummins (CMI) and Parker Hannifin (PH).
I hope you followed that advice, because all four have beaten the SPDR S&P 500 ETF (SPY) since then.…