Logan Capital Management, Inc.

https://logancapital.com/logan-capital-insights/wrapping-up-first-quarter-with-dividend-performers/

Wrapping up First Quarter with Dividend Performers - Logan Capital Management, Inc

In a recent feature in The Wall Street Transcript, Managing Director and Lead Portfolio Manager Chris O’Keefe shared his thoughts on dividend stocks and his outlook for 2023 in light of the recent interest rate adjustments made by the Fed. Read the full feature!

Dividend Growth Better Performance Indicator Than Dividend Yield The idea is to invest only in companies that consistently increase dividends over time. Over long periods of time, those stocks outperform, and at less risk.

https://logancapital.com/logan-capital-insights/bill-talks-about-banks-after-svb/

Bill Talks About Banks after SVB - Logan Capital Management, Inc

Managing Director and Lead Portfolio Manager Chris O’Keefe discussed the Federal Reserve's upcoming meeting and what the next move from the Fed is likely to be, and how it will affect the consumer market with T.D. Ameritrade Network. He also expanded on dividend growth strategies and highlighted that investors should look for companies with long track records of consistent dividend growth.

Invest In Companies With Records Of Consistent Dividend Growth - Logan Capital Management, Inc

Managing Director and Portfolio Manager Sarah Henry joined TD Ameritrade Network to discuss her outlook for Procter & Gamble following their earnings call. "This company has really strong cash flow characteristics, is a dividend aristocrat, and that says that this company raises a dividend through thick and thin" she shared. Watch the full segment here:

Procter & Gamble (PG) Organic Sales Growth Up 5%: Earnings Review | TD Ameritrade Network Procter & Gamble (PG) earnings were released today, January 19th. Sarah Henry and Lee Bohl discusses the takeaways from the latest PG earnings. They talk about how 2Q revenue came in at $20.77B versus an estimated $20.61B. They note 2Q operating cash flow came in at $3.6B and 2Q org...

Managing Director and Portfolio Manager Sarah Henry joined Cheddar News to share her perspective on the year ahead on Wall Street, as it relates to Logan Capital's investment strategies. Despite ongoing volatility, Sarah stated "we're generally constructive on the market. We see a lot of positive dynamics."

Looking Ahead to a New Year on Wall Street - Logan Capital Management, Inc Looking Ahead to a New Year on Wall Street Jan 24, 2023 | News Articles Managing Director and Portfolio Manager Sarah Henry joined Cheddar News to share her perspective on the year ahead on Wall Street, as it relates to Logan Capital’s investment strategies. Despite ongoing volatility, Sarah state...

Managing Director and Lead Portfolio Manager Chris O’Keefe shared insight with The Wall Street Journal on the market heading into the new year as the Federal Reserve continues to raise interest rates. He shared, “We still believe that companies that have more predictable earnings are going to continue to do better here.”

Defensive Stocks Become Hideout for Investors in a Rocky Market - Logan Capital Management, Inc Defensive Stocks Become Hideout for Investors in a Rocky Market Jan 9, 2023 | News Articles Managing Director and Lead Portfolio Manager Chris O’Keefe shared insight on stock performance heading into the new year as the Federal Reserve continues to increase interest rates. Click Here for the Full ...

As markets continue to react to the latest sentiments on additional interest rate hikes from the Fed, some company earnings are shaking off headwinds, instead highlighting consumer resiliency and improving supply chain issues. Logan Capital Principal Lee spoke with TV about some positive signs in recent earnings:

Stocks drop as hawkish Fed official's comments weigh | Reuters Video Wall Street's main indexes ended modestly lower on Thursday in a choppy session as hawkish comments from a U.S. Federal Reserve official and data showing the labor market remained tight. It led some investors to worry about more aggressive interest rate hikes. Lisa Bernhard has more.

Founding principal Stephen Lee shared insight with on why Logan Capital saw less opportunity and scaled back its holdings of Meta after the tech giant revealed how much it spent on capital projects in Q3. Read more here!

Companies Are Still Boosting Capital Spending Despite Higher Rates Capital spending among companies in the S&P 500 in the third quarter is set to top $200 billion even as a potential recession looms.

The team here at Logan Capital pays close attention to earnings reports each quarter as part of our management of ten different investment strategies. Founding principal Stephen Lee shared some insight with Young and the Invested on how earnings impact the markets and why investors should pay attention to the announcements.

What Are Earnings, And Why Should You Care? New to investing? Wall Street experts explain why it's so vital that you pay attention to these routine public-company reports.

Managing Director and Portfolio Manager Bill Fitzpatrick discussed the qualities of stocks amid this rising rate environment. “There are a number of different measures you can use to define quality… We do so in terms of valuation...we look at the balance sheet…and we do believe that (company) size matters,” he shared.

Invest In International Stocks That Are Still Operating In U.S. - Logan Capital Management, Inc Invest In International Stocks That Are Still Operating In U.S. Oct 24, 2022 | News Articles, Video Managing Director and Portfolio Manager Bill Fitzpatrick discussed the company’s investment strategies amid market volatility and rising interest rates. “We feel real good about the strategy and w...

Managing director and portfolio manager Sarah Henry discussed what she is watching in the consumer staple sector including, Mondelez (MDLZ) & PepsiCo (PEP), which both continue to do great during the economic crisis. She shared, “There are a lot of similarities between these names and opportunities as well.” Watch the full T.D. Ameritrade Network segment!

MDLZ, PEP, HD, ULTA: Best Consumer Discretionary Stocks To Invest In | TD Ameritrade Network We currently prefer discretionary over staples in terms of consumer stocks, says Alexis Browne. She and Sarah Henry discuss consumer staples. They talk about what an economic downturn means for consumer staples. Sarah also notes her stock picks which include Mondelez (MDLZ) and PepsiCo (PEP...

There's a hunger for food stocks, a sector that is performing well in this volatile market. Sarah Henry, Managing Director and Portfolio Manager of the Dividend Performers Strategy, shared her perspective on one stock to watch with U.S. News & World Report. Read the full article!

7 Best Food Stocks to Consider Investors have been gobbling up food stocks amid broad market uncertainty.

Managing Director and Lead Portfolio Manager Chris O'Keefe told the TD Ameritrade Network's Oliver Renick amid market volatility; there are value opportunities. "All of the action the Fed is taking right now... it hasn't had that big of an impact on jobs and consumer sentiment... when I look at some of the opportunities I see out there, I'm actually pretty optimistic." Watch his full interview here:

Valuations Looking Attractive After A Market Pullback - Logan Capital Management, Inc Valuations Looking Attractive After A Market Pullback Oct 3, 2022 | News Articles, Video Managing Director and Lead Portfolio Manager Chris O’Keefe discussed the market’s volatility and what Logan sees as value opportunities. He shared “We are actually pretty optimistic… we might have a shor...

https://logancapital.com/logan-capital-insights/dividend-stocks-showing-durability-in-this-challenging-market/

Dividend Stocks Showing Durability in this Challenging Market - Logan Capital Management, Inc

After their Investor Day, managing director and portfolio manager Sarah Henry shared insight on Starbucks (SBUX) and analyzed the company's post-Covid outlook. Watch the full segment here!

Starbucks (SBUX) Is Immune To Inflation - Logan Capital Management, Inc Starbucks (SBUX) Is Immune To Inflation Sep 21, 2022 | News Articles, Video Managing director and portfolio Manager Sarah Henry discussed the post-Covid outlook for Starbucks (SBUX) following their Investor Day. She shared, “The biggest question for investors is what is the margin structure going ...

In a recent interview, founding Principal Stephen Lee discussed the market volatility cooling off during the last half of the summer and what investors should expect in the coming months as new trends emerge. Read the full article on ETF.com!
https://www.etf.com/sections/features-and-news/meme-stocks-may-hit-headwinds-investors-shun-risk

Meme Stocks May Hit Headwinds as Investors Shun Risk Single-stock ETFs are betting against meme companies.

Founding principal Stephen Lee talked about companies that prioritize innovation and technology as the primary targets for Logan’s portfolios, a strategy that proved successful during the peak of the pandemic and continues to do so today. Watch the entire segment below!

Home Depot, Williams-Sonoma will gain market share -investor | Reuters Video Stephen Lee, a principal with Logan Capital Management, said his firm was invested in companies with pricing power and exposed to the U.S. consumer, adding that Home Depot and Williams-Sonoma were "examples of companies that continue to look good for us."