• Ghosn Arrest, Zuck At War, APEC Summit: CEO Daily for November 19, 2018

    23 days ago - By Fortune

    Good morning.
    Fortune releases its annual investor's guide this morning. Picking stocks at a time when the economic cycle could be nearing its end is not for the faint of heart. But our team has done a good job identifying those that they think can weather a downturn. Among their picks:
    Facebook - This one takes a strong stomach, given recent revelations, including this story in Sunday's New York Times suggesting the company's critics on Capitol Hill are multiplying. But if you believe like I do that the new and divided Congress isn't going to be able to do much of anything, and if you...
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  • How Fortune's Best Stocks Performed in 2018

    How Fortune's Best Stocks Performed in 2018

    23 days ago - By Fortune

    A year ago, the Fortune investment team picked an "All-Tech Portfolio." Our thesis was that the companies that proved best at leveraging technology-no matter their industry-would deliver the best results for -investors.
    How did that thesis play out in the markets? So far, so good: During an unusually volatile 12 months, our global portfolio returned 5.2%. That handily beat the MSCI World stock index, and fell just shy of the S&P 500's 6.6% return. And if you exclude our five Chinese stocks-which, of course, we won't-we delivered a hefty 11.5% return. Here's a roundup of what did and didn't...
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