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Global Top Cat

Europe's Synchronized Growth

Four months into the year and the global economy is in the midst of synchronized growth that should allow it to grow around 3.5 percent this year. China’s solid growth, India’s recovery after the monetarization jitters and the eurozone’s stronger-than-expected growth have been the catalysts for the strong showing this year.


  • Investment Strategy

    Focus on What Matters

    By Roger S. Conrad | Jul. 16, 2017
    Remember 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, 2017
    Does 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, 2017
    China 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, 2017
    The 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, 2017
    Crude-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.


  • Portfolio Update

    Q2 Portfolio Earnings: What We Know

    By Roger S. Conrad | Aug. 15, 2017
    Over 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, 2017
    While 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, 2017
    Our 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, 2017
    Renewable 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, 2017
    This media company announced yet another spin-off as part of its strategic restructuring. Here’s our take.



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