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Global Top Cat

The Market Investors Love to Hate

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.


  • 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?
  • 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.
  • Utilities

    Green Bonds And Utilities

    By Roger S. Conrad | Apr. 24, 2017
    The 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, 2017
    Investors 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.


  • Global Top Cat

    Mining: Buying the Dip

    By Yiannis G. Mostrous | Jun. 19, 2017
    The 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, 2017
    Passive 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, 2017
    In 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.
  • Utility Stocks

    The Regulatory Shifts Behind Stock Moves

    By Roger S. Conrad | Jun. 17, 2017
    Around the world and regardless of where they’re based, utilities returns on capital expenditures depend on regulatory decisions. Recent political changes have led to regulatory shifts with significant implications for this sector. Grab your passport, and let’s take a look at these recent changes.
  • Portfolio Update

    Staying Nimble

    By Elliott H. Gue | May. 29, 2017
    We cash out of one of our big winners for a 45 percent profit and highlight a high-yielder with underappreciated growth prospects.



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


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