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Market Outlook

Neither the Bull Nor the Year Is Over, Yet

On only five occasions over this period has the S&P 500 given up more than 2 percent of its value in the final month and a half of the year. We’re not inclined to fight that seasonal record. Looking ahead to 2018, 65 weeks have passed since the S&P 500 last endured a correction of 2 percent or more. We’d be surprised if stocks don’t break this historic winning streak at some point in the first quarter of 2018.

FREE INVESTING ANALYSIS

  • Utilities

    Politics vs Economics: Wholesale Changes?

    By Roger S. Conrad | Nov. 20, 2017
    Utilities and regulators in many states have reached a consensus that coal is yesterday’s fuel. Operators will keep these power plants running as long as they remain economic, but NextEra Energy’s decision to close the St. John’s River facility suggests that their time may be short.
  • Global Top Cat

    Bull to Bubble? Global Investors Should Pick Carefully

    By Yiannis G. Mostrous | Nov. 6, 2017
    Global growth trades will prove to be the winners in this last phase of the bull market. But success with them will require accuracy and agility. Outperformance will favor strong stock pickers, as investment correlations that favored passive investment strategies break down while the bull market nears its end. Emerging markets should continue to outperform for the rest of the year.
  • Energy Stocks

    Oil: An Out-of-Consensus Outlook

    By Elliott H. Gue | Oct. 23, 2017
    An in-depth rundown of our outlook for oil prices appears in Value Play Earns Higher Buy Target from the most recent issue of Capitalist Times Premium. For those who don't subscribe, here is a breakdown from the summer that appeared in our sister publication Energy & Income Advisor.
  • Utilities

    EEI Conference Preview: Electricity Markets and the War for Coal

    By Roger S. Conrad | Oct. 18, 2017
    The Trump administration has clearly gone all-in on turning the supposed war on coal into a war for coal, but the outcome will depend on electric utilities and power companies. We'll focus on the risks and opportunities associated with government intervention when we attend the Edison Electric Institute's financial conference in November.
  • Market Outlook

    This Bull Still Has Legs

    By Roger S. Conrad | Oct. 9, 2017
    Narrowing market leadership since April made us wonder whether the market could be due for a pullback. While a relatively small number of stocks powered the index to new highs, many small- and mid-capitalization names lagged over this period. As recently as mid-August, for example, fewer than 50 percent of the names listed on the NYSE traded above their 200-day moving average. Today, almost two-thirds of NYSE-listed stocks are in an uptrend, the highest proportion since April.

CT PREMIUM

  • Global Top Cat

    Cryptocurrencies: 1000 + 1 (Bitcoin) Nights

    By Yiannis G. Mostrous | Dec. 11, 2017
    At the end of the day, cryptocurrencies are all about the technology and science involved, which needs to be respected. But when it comes to bitcoin, people will realize that there are few people who actually spend them, meaning it won’t become the payment system its creator envisaged.
  • Portfolio Update

    Making Moves

    By Elliott H. Gue | Dec. 10, 2017
    Our bullish outlook for the energy and financial sectors support higher buy targets for three of our Wealth Builders. We also swap our lone consumer-discretionary position for a name that offers a better risk-reward proposition.
  • Portfolio Update

    Buying Bonds in a Sellers’ Market

    By Roger S. Conrad | Dec. 5, 2017
    In the bond market, however, it’s still all about supply and demand. Investors who must buy still greatly outnumber companies that must sell. The result is limited availability of attractive bonds.
  • Industrial Stocks

    One Company, Three Powerful Business Lines

    By Peter Staas | Dec. 5, 2017
    The break-neck volatility of the past few years and the likelihood of shorter cycles in the energy sector argue for diversification into secular growth stories that depend less on commodity prices and timing your entry and exit points.
  • Investment Strategy

    Buying the Hiccups

    By Peter Staas | Nov. 22, 2017
    At these levels, traders are more likely to sell first to lock in profits and ask questions later; earnings hiccups can create opportunities for investors who take a longer view.

PREMIUM PORTFOLIOS

  • WEALTH BUILDERS

    A balanced portfolio of Elliott Gue’s top stocks for capital appreciation.

  • LIFELONG INCOME

    Roger Conrad’s top stocks for investors seeking reliable income.

INVESTING EXPERTS