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Quest Diagnostics Has Massive Secular Tailwind and Strong Base
We feel that the core business of diagnostic services provides a strong base with a large secular tailwind. More niche offerings such as consumer-initiated testing and the usage of artificial intelligence in diagnosis could also provide longer-term growth. Currently, DGX offers a 2.0% dividend yield and is authorized to repurchase 6.0% of outstanding shares, which we feel makes it an attractive addition to an income investor’s portfolio.
Economic and Market Review September 2024
The Fed cut rates by 50bps. The market rallied on the news but flattened out as the month progressed, with the S&P ending the month up 2.8%. However, the last time the Fed cut rates by 50bps with markets at all time highs was in October 2007 – what followed in 2008 came to be known as the ‘great recession’.
Is Your Portfolio and Retirement Safe from the Devasting Damage of Inflation?
Investors need to be aware that inflation damage compounds over time. We have undergone a secular change, and inflation will continue to move up over the medium term.
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