FREE INVESTING ANALYSIS
Utilities
A New Trend in Utility M&A?
By Roger S. Conrad | Jun. 23, 2017Does Eversource Energy's recently announced acquisition of Aquarion Water mark the start of a new trend in utility mergers and acquisitions?Market Outlook
A Summer Melt Down before a Later Melt Up
By Elliott H. Gue | May. 25, 2017The so-called FAANG stocks–Facebook, Amazon.com, Apple, Netflix and Alphabet–are up an average of 28.8 percent in 2017 compared to a 7.5 percent gain for the S&P 500. These large-cap names have paced the index’s gains so far this year. Should any or all of these stocks falter, the S&P 500 could quickly lose altitude.Energy Stocks
Crude Oil's Recent Tumble and Next Stop
By Elliott H. Gue | May. 9, 2017Crude-oil prices collapsed last week due to a combination of fundamental and technical factors.On the fundamental front, the rapid recovery in US oil production has been and will remain the biggest story in 2017. Odds are good (better than 50 percent) that WTI will approach the low end of our anticipated $40 to $45 per barrel price range before stabilizing.Utilities
Green Bonds And Utilities
By Roger S. Conrad | Apr. 24, 2017The growing popularity of green bonds creates opportunities for savvy investors and can help utilities to reduce their cost of capital.Global Top Cat
French Elections and European Markets
By Yiannis G. Mostrous | Apr. 23, 2017Investors rightly worry that a Le Pen victory could change the euro picture overnight and cause initially hazardous reaction (e.g. European stock markets fall 20-30 percent). Other regions won’t escape such a sell off. Remember that the S&P 500 fell close to 20 percent in May 2011 when fears of Greece exiting the eurozone surfaced. Our view is less alarmist.
CT PREMIUM
Portfolio Update
Time for a Hedge
By Elliott H. Gue | Jun. 28, 2017Technology and Internet retail companies have largely driven the S&P 500’s run. These stocks, while not yet at the sky-high valuations that prevailed in 1999-2000, are now far from cheap. To protect against the pullbacks history tells us is common, we're adding a hedge to the Portfolio.Energy Stocks
Look to the Midstream for Protection and Opportunity
By Elliott H. Gue | Jun. 28, 2017Given the uncertainty and volatility in the energy sector, we prefer midstream names that offer the best leverage to volumetric growth stories and have the balance sheet strength to pursue joint ventures with cash-strapped rivals.Global Top Cat
Mining: Buying the Dip
By Yiannis G. Mostrous | Jun. 19, 2017The recent weakness in the market, and the mining sector in particular, is an opportunity to re-enter. And two of our favorites are now members of the Wealth Builders Portfolio.Portfolio Update
The "Dumb Money" Bubble
By Elliott H. Gue | Jun. 18, 2017Passive management works for some people some of the time. Recognizing how and when it doesn’t work is key for downside protection and proper investment allocation. Plus, we end with an update on two of our portfolio holdings.Portfolio Update
Catalysts for Growth
By Roger S. Conrad | Jun. 17, 2017In the first of a two-part series, we examine the potential upside catalysts–above and beyond dividends and their growth–for Lifelong Income Portfolio members. These catalysts offer important near-term potential as we enter the second half of the year.
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