Up in the Air
Industry consolidation, recovering demand for travel and lower fuel costs have provided the major US air carriers with a major tailwind. Our top picks should continue to outperform and would be good buys on any pullback.
A Moving Story
Comments from management teams at three major transportation firms confirm our bullish outlook for the US economy.
The Ins and Outs of December’s Employment Data
Don't miss this profitable trend highlighted in the most recent employment data.
01/17/14: Kinder Morgan Energy Partners LP’s Fourth Quarter
Kinder Morgan Energy Partners LP (NYSE: KMP) has come under fire for its tight distribution coverage and concerns that the blue-chip MLP’s size makes it difficult to grow cash flow.
Building Wealth in Capitalist Times
The Wealth Builders Portfolio has delivered an average return of 13.9 percent since its inception in June 2013, topping the 9.4 percent gain posted by the S&P 500. We revisit our investment theses and outlooks for the model Portfolio’s leaders and laggards.
Gainful Employment
An increase in temporary staffing appears poised to become a permanent feature of the US labor market. Our top pick boasts some of the highest profit margins in this growing industry and focuses on supplying the information technology, life sciences and health care markets with highly trained professionals.
History Lesson: Buy the Mid-Cycle Recovery
A short history lesson could help investors reap huge profits in 2014.
The Push for US Crude-Oil Exports
Expect to read and hear more about the push to export domestically produced crude in the new year, especially with independent producers reportedly ramping up their lobbying efforts.
As we’ve seen in the past, investors who take a measured view of the situation and keep a level head will be best-positioned to profit.
01/01/13: KMP’s Move into Domestic Tankers
Investors should disregard any articles about Kinder Morgan Energy Partners’ tanker acquisition that confuse the global VLCC market with US-flagged vessels that comply with the Jones Act.