The Small-Cap Wonder That Keeps on Trucking
Accelerating US economic growth and favorable valuations relative to their large-capitalization peers set the stage for small-cap names to outperform in 2014. Our top pick is an undervalued provider of freight services that stands to benefit from lower costs and growing demand.
CT Premium, Issue No. 12
Roger Conrad explores the risks and rewards in the municipal bond market, while Yiannis Mostrous follows up his macro outlook from last issue with his top five Asian stocks for 2014. Elliott Gue explains why his market outlook favors small-cap names in the coming year. Roger Conrad runs down the latest developments at Dundee Real Estate Investment Trust (TSX: D-U, OTC: DRETF) and Entergy Corp (NYSE: ETR).
Buy the Dips: Our 2014 Market and Economic Outlook
We remain bullish on stocks for the coming year and expect a strengthening US and global economy to drive upside in cyclical sectors such as industrials, financials, energy and basic materials.
Don’t Follow Warren Buffett’s Lead on ExxonMobil
On Nov. 14, 2013, Warren Buffett’s Berkshire Hathaway disclosed a position of more than 40 million shares in ExxonMobil Corp, an investment worth about $3.8 billion at the stock’s current quote. This massive investment made headlines, but individuals looking to invest in an integrated oil company have better options.
12/04/13: Book a 57% Profit on This Wealth Builders Portfolio Holding
Shares of Micron Technology (NSDQ: MU) have rallied by 57.6 percent since we added the stock to our Wealth Builders Portfolio on July 22, 2013. It's time to take profits.
Blue-Chip MLPs’ Outlook for North American Energy Markets
We look to commentary from the management teams at two of the largest MLPs for insights into the direction of North American commodity prices and emerging opportunities throughout the energy value chain.
Change is in the Air
The market is slow to pick up on change, which benefits attentive investors. The turnaround of the major domestic air carriers is a prime example.
Top 3 MLPs for 2014 and Beyond
Elliott Gue and Roger Conrad highlight their favorite master limited partnerships in this exclusive report.Elliott Gue and Roger Conrad highlight their favorite master limited partnerships in this exclusive report.
Outdated Fleet, Bigger Dividend
Will Carl Icahn's activism create long-term value for Transocean's (NYSE: RIG) shareholders?.