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No Bull. Economic Weakness Continues To Pressure Corporate Profitability

Is the U.S. economy really in great shape? The U.S. Federal Reserve does not seem to think so. They started the year with an intention of raising the overnight lending rate four times – from 0.25% to 1.25%. In March, they announced that it would more likely be a mere two. And today, the Atlanta Fed downgraded its Q1 estimate for gross domestic product (GDP) to a new low for the year (0.4%). Granted, GDP for the fourth quarter of 2015 came in at a better-than-expected 1.4% after its third revision. However, that is significantly lower than the average economic performance since 2009 of 2.1%. And then there’s Gross Domestic Income (NYSE: GDI ). This measure looks at the income earned while producing goods and services (as opposed to measuring them on expenditures). GDI finished Q4 2015 at a sub-standard 0.9%, confirming widespread weakness. (Note: Theoretically, GDP and GDI should match one another, but they deviate due to different methods of calculation.) If one ignores the average rate of U.S. expansion in history, disregards the current 6-month slowdown in GDP/GDI, and overlooks the Federal Reserve’s emergency measures for monetary policy accommodation, one might applaud the economic “progress” made between 2009 and 2016. Conversely, realistic observers know that things are not that rosy. For example, U.S. government debt has swelled from roughly $11 trillion to $19 trillion. That’s a great deal of stimulus to keep the economy afloat. The Fed’s balance sheet has bloated from $800 billion to nearly $5 trillion. That’s an incredible amount of stimulus designed to bolster borrowing activity. Yet the big bang from the $12 trillion-plus injection is an economy that can barely hold its head above water. Apologists point to other data points that suggest the U.S. economy is dandy. “Robust job growth,” they say. Of course, they neglect to mention that low-quality positions in leisure, hospitality, retail and customer service account for most of the gains, whereas high-paying positions, particularly in manufacturing, continue to evaporate. That data shows up in average hourly earnings, where stagnation in wages are indicative of a shift toward lower-paying jobs with fewer hours. There’s more. Approximately 14 million jobs have been created since the end of the financial crisis in 2009. Sounds impressive, right? Unfortunately, the size of the labor force grew by roughly 16 million potential participants in the same seven-year period. Now we have 94 million working-aged Americans (16-64) who are not even counted in the labor force – those who have no job and who are not currently looking for a job. Granted, many younger folks are going to school and many older folks have retired. Nevertheless, the bulk of these 94 million individuals (16-64) simply believe that they do not have viable employment options. “But Gary,” you argue. “The economy here would be doing okay if it weren’t for the problems with overseas economies.” That may very well be true. On the other hand, this possibility only clarifies the fact that we live in a world that is more interconnected than ever before. Most of the world’s economies still depend on their product exports. It follows that when the world’s manufacturing is free-falling, the U.S. economy is going to feel it. “We are a consumption-based society with resilient consumers,” you respond. Unfortunately, the idea that resilient U.S. consumers can overcome global manufacturer woes is as erroneous as the notion that U.S. companies can escape the negative impact that weak currencies have had on corporate profits . They can’t and they aren’t. Global manufacturing woes have been adversely affecting the quality of the jobs that people have stateside. In fact, American consumer resilience is little more than “code” for acknowledging that we increase our debts at a much faster clip than we increase our take-home pay. Specifically, at the turn of the century, household consumer credit as a percent of average income had risen to 26%. Today? This percentage has jumped to 34%. Over-leveraged households imply that there will be some constraints on consumption, contributing to the overall weakness in the current economic backdrop. Think that the economic weakness is not going to have an impact on risk taking? Think again. Even the U.S. central bank’s about-face on rate hikes in 2016 – even the 14% surge in the S&P 500 SPDR Trust (NYSEARCA: SPY ) off of its mid-February lows – may not encourage as much “risk on” activity as many investors hope for. Consider the year-to-date performance of the FTSE Custom Multi-Asset Stock Hedge Index (MASH) as it relates to the S&P 500. MASH, with “risk-off” assets such as SPDR Trust (NYSEARCA: GLD ), Currency Shares Yen Trust (NYSEARCA: FXY ) as well as PIMCO 25+Year Zero Coupon (NYSEARCA: ZROZ ) and iShares National Muni Bond (NYSEARCA: MUB ) are collectively outperforming the stock benchmark with significantly less volatility. Click here for Gary’s latest podcast. Disclosure: Gary Gordon, MS, CFP is the president of Pacific Park Financial, Inc., a Registered Investment Adviser with the SEC. Gary Gordon, Pacific Park Financial, Inc, and/or its clients may hold positions in the ETFs, mutual funds, and/or any investment asset mentioned above. The commentary does not constitute individualized investment advice. The opinions offered herein are not personalized recommendations to buy, sell or hold securities. At times, issuers of exchange-traded products compensate Pacific Park Financial, Inc. or its subsidiaries for advertising at the ETF Expert web site. ETF Expert content is created independently of any advertising relationships.

Fidelity’s Low-Priced Stock Fund Manager Delivers Market-Beating Returns

John Tillinghast, manager of the Fidelity Low-Priced Stock Fund, (MUTF: FLPSX ) ” owns one of today’s best investment records ,” according to a profile proceeding a recent interview published in Barron’s. In the 26 years he has managed the fund, it returned an average of 13.7% annually (more than 4% higher than the S&P 500). Tillinghast is restricted by the fund’s charter to buying stocks priced at under $35 per share. He explains: “the original idea was that low-priced stocks weren’t well-followed by Wall Street” and “$35 is just above the average price of stocks listed on the New York Stock Exchange.” Tillinghast “look[s] for a highly visible discount to fair value… and management that is fair and honest” and holds “large stock ownership” in the company. He observed that the fund holds about 9% cash at present, down from 11% last year, because “in the past year or two, I have gone from being a little standoffish about small stocks to thinking that there are a decent number of opportunities, but they are still not abundant.” Speaking about political developments that may affect the foreign stocks making up about 35% of the fund, such as Japan’s recession, Tillinghast commented: “My approach to cycles is to pay less attention to the statistics, but to have a general notion of where we are in the cycle, and what that means for valuations,” noting that “In Japan, there are still a lot of cheap companies with great balance sheets.” Regarding energy stocks, Tillinghast has “an index-like weighting” because of uncertainty in the sector, which he describes as “brutally tough for a value investor.” Comparing conditions that favor value versus growth approaches, he said: for a sustained outperformance of value, you need more dispersion in valuations,” but “when everything is priced the same, it’s lousy for value investors and for active management in general.”

4 Best-Rated Franklin Templeton Mutual Funds

With around $763.9 billion assets under management, Franklin Templeton Investments is considered one of the well-known global investment management firms. Founded in 1947, the company offers investment management strategies and integrated risk management solutions to individuals, institutions, pension plans, trusts and partnerships. With over 650 investment professionals and offices in 35 countries, Franklin Templeton provides services in more than 180 countries. It manages a wide range of mutual funds across different categories, including both equity and fixed-income funds. Below, we share with you four top-rated Franklin Templeton mutual funds. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future. To view the Zacks Rank and past performance of all Franklin Templeton mutual funds, investors can click here . Franklin Corefolio Allocation Fund A (MUTF: FTCOX ) seeks growth of capital. It invests an equal portion of its assets in Franklin Flex Cap Growth Fund, Franklin Growth Fund, Mutual Shares Fund and Templeton Growth Fund. Funds in which FTCOX allocates its assets tend to invest in both domestic and foreign securities. The fund has a one-month return of 4%. T. Anthony Coffey is the fund manager of FTCOX since 2003. Templeton Global Bond Fund A (MUTF: TPINX ) invests a large chunk of its assets in bonds, including notes, bills and debentures. It primarily invests in debt securities of governments or those that are issued by government agencies. The fund invests in securities throughout the globe, and may allocate not more than 25% of its assets in securities that are considered below investment-grade. This is a non-diversified fund and has a one-month return of 2%. TPINX has an expense ratio of 0.88%, compared to the category average of 1.03%. Franklin Convertible Securities Fund A (MUTF: FISCX ) seeks maximum total return through appreciation of capital and high level of current income. The fund invests the lion’s share of its assets in convertible securities. Though FISCX may invest all of its assets in non-investment grade securities, it invests a maximum of 10% of its assets in unrated securities or those that are rated below B. It may also invest not more than 20% of its assets in securities including common and preferred stocks. The fund has a one-month return of 1.7%. As of December 2015, FISCX held 75 issues, with 2.55% of its assets invested in Tyson Foods (NYSE: TSN ). Franklin California Tax Free Income Fund A (MUTF: FKTFX ) invests a major portion of its assets in municipal securities that are rated investment-grade and exempted from federal alternative minimum tax as well as California personal income taxes. The fund may invest not more than 20% of its assets that are subject to the federal alternative minimum tax. A maximum of 35% of FKTFX’s assets may be invested in securities of the U.S. territories. It has a one-month return of 0.9%. FKTFX has an expense ratio of 0.58%, compared to the category average of 0.89%. Original Post