FREE INVESTING ANALYSIS
Investment Strategy
Focus on What Matters
By Roger S. Conrad | Jul. 16, 2017Remember that the stock market comprises a wide range of investors and institutions whose different objectives and strategies dictate how they react to the news. In many instances, their approach may not align with what’s in your best interests; follow their lead at your own peril.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?Global Top Cat
The Market Investors Love to Hate
By Yiannis G. Mostrous | Jun. 8, 2017China is the stock market investors love to hate. The conversations are always about what could go wrong and rarely what could, or will, go right. And yet China’s equities have outperformed emerging markets during the past one-, three- and five-year periods. For the past year, we’ve made the case that cyclicals and growth names should be the focus when investing in China.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.
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Portfolio Update
Q2 Portfolio Earnings: What We Know
By Roger S. Conrad | Aug. 15, 2017Over the past couple weeks, the entire Lifelong Income Portfolio reported second-quarter numbers and management teams delivered guidance for the rest of the year. That makes now an ideal time to evaluate where each of our recommended companies stands.Portfolio Update
Low Volatility, Heightened Concern
By Elliott H. Gue | Aug. 15, 2017While the risks of today’s low-volatility stock market are clear, we continue to believe the next sell-off in the broader market will be a correction, not the beginning of a new bear market. Look for a rotation out of the growth-oriented fare and into cyclical and value groups.Tech Stocks
CAD, The Next Generation
By Peter Staas | Aug. 15, 2017Our favorite software play stands to benefit from its ongoing transition to a SaaS model and its impressive leverage to growing adoption of the internet of things, a powerful growth theme.Utility Stocks
The New Faith in Renewables
By Roger S. Conrad | Aug. 15, 2017Renewable energy uses to be seen as a threat to the existing utility sector. But now solar investments have filtered into utilities’ regulated service territories. But which part of the renewable market and how those markets are played can make a significant difference in a given company’s outcome.Portfolio Update
Another Spin Move
By Elliott H. Gue | Jul. 28, 2017This media company announced yet another spin-off as part of its strategic restructuring. Here’s our take.
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