Feature Articles Archives - Capitalist Times

Feature Articles

China: Buying Oil

By Yiannis G. Mostrous on Oct. 12, 2017

On a price to book metric, the energy sector trades at a 50 percent discount to its 20-year average. That makes it the cheapest sector in the emerging markets universe. Our favorite company fits well with our Asia-focused investment thesis and current geopolitical trends.

Value Play Earns Higher Buy Target

By Elliott H. Gue on Oct. 11, 2017

Low leverage, plenty of cash and a high-quality asset base make this exploration and production company a winner.

Critical Facts From Upcoming Q3 Numbers

By Roger S. Conrad on Oct. 11, 2017

Over the next few weeks, Lifelong Income portfolio members will deliver quarterly results. It’s likely to be quiet quarter for most. But several companies face potentially key developments that merit close watch.

Macro Income Talk

By Roger S. Conrad on Oct. 11, 2017

What could take utility stocks down a peg? At the end of the day, a rotation out of dividend-paying stocks could pose the biggest risk. These realities mean that active investors should stay disciplined and be nimble; volatility creates pain—and opportunities.

Equipping the Biopharma Revolution

By Peter Staas on Sep. 28, 2017

This company supplies advanced equipment and instruments to laboratory wonks and stands to benefit from several real-world growth trends.

Income Investors: How Much Energy Should You Own Now?

By Roger S. Conrad on Sep. 27, 2017

How long will the energy sector’s underperformance of the past several years continue? Is energy still a sector worth holding for income-seeking investors? Let’s answer these two important questions.

From Growth to Value

By Elliott H. Gue on Sep. 27, 2017

Many investors and the financial media tend to get bogged down by volatility and “noise” in economic data releases. We prefer to look at a handful of big-picture indicators that have stood the test of time. And these indicators point to continued strength in the economy.

The Rise of the Machines

By Roger S. Conrad on Sep. 27, 2017

Best-in-class telecom providers appear to be on the verge of an underappreciated growth phase, spurred by the rise of machine-to-machine communications and the internet of things.

Stay with the Miners

By Elliott H. Gue on Sep. 19, 2017

With this year’s fourth quarter around the corner, we maintain a positive view on the miners. The majority of our preferred global macro indicators are holding well, and the mining sector still trades at a deep discount to the market. Metal prices already show strength, suggesting corporate earnings should soon follow.

World Markets: Bubble Time

By Yiannis G. Mostrous on Sep. 16, 2017

Investment correlations that favored passive investment strategies are likely to break down while the bull market nears its end, favoring strong pickers. Look to emerging markets for some of the best opportunities.

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INVESTING EXPERTS

Elliott H. Gue

Founder and Chief Editor:
Capitalist Times and
Energy & Income Advisor
Roger S. Conrad

Founder and Chief Editor:
Capitalist Times and
Energy & Income Advisor
Yiannis G. Mostrous

Editor: Capitalist Times

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