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Market Outlook

Caution with the Possibility of a Pullback

Last week, the S&P 500 endured its worst one-day selloff since the immediate aftermath of Britain's surprise vote to exit the EU last summer. Although the S&P 500 gave up only 1.25 percent of its value yesterday, the decline felt more serious because the market has exhibited low volatility and traded within a tight range over the past 12 months.



  • Utility Stocks

    Utilities Bob as Macro Conditions Change

    By Roger S. Conrad | Mar. 21, 2017
    The Dow Jones Utility Average has returned more than 10 percent since early December 2016, outperforming the S&P 500 by a few percentage points. It’s now reached valuations where the risk-reward balance skews to the downside. In this environment, investors should evaluate the macro forces that could bat these stocks about in coming months.
  • Portfolio Update

    Q4’s Last Reporters: A Special Group of Stocks

    By Roger S. Conrad | Mar. 20, 2017
    The final five Lifelong Income Portfolio members released their numbers, allowing us to gauge their health and dividend stability. Given the difficulty of revenue growth for many companies, it’s more important than ever to examine how costs and operations are being managed.
  • Portfolio Update

    Cautiously Optimistic

    By Elliott H. Gue | Mar. 20, 2017
    Incoming data reinforce our take that the US economy has strengthened. But technical warning signs and policy concerns mean investors who invest in specific stocks and not the broader market have a better chance of outperforming.
  • Global Top Cat

    Europe: Enter France

    By Yiannis G. Mostrous | Mar. 19, 2017
    Results from the recent Dutch elections removed one engine of political uncertainty in the eurozone. Will this year's remaining European electoral calendar echo this outcome and release an economy ready to accelerate?
  • Portfolio Update

    Taking Profits

    By Elliott H. Gue | Feb. 27, 2017
    With the risk-reward proposition skewing to the downside, we take profits on a special situation in the tech sector that has generated solid returns.



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


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