• Energy and Income Advisor
  • Conrads Utility Investor
  • Capitalist Times
  • Twitter
  • Seeking Alpha

Global Top Cat

China Outlook: Cautious, But Not Bearish

By Yiannis G. Mostrous on Apr. 30, 2014

Investors who think that developed markets can deliver strong returns if China’s economy collapses will be painfully off the mark. Fortunately, we don’t foresee a complete meltdown for China. The world’s quintessential emerging economy also includes pockets of opportunity for investors with a longer time horizon and the stomach for near-term volatility.

Europe: Selectivity is Key after Recent Rally

By Yiannis G. Mostrous on Apr. 17, 2014

After last year’s rally, European equities trade at elevated valuations; a strengthening EU economy and meaningful earnings growth will be the key to further appreciation. We take profits on a number of names we highlighted last fall and highlight our top three European stocks for the coming year.

Japan 2014: Follow the Arrows to Japan’s Deliverance

By Yiannis G. Mostrous on Dec. 31, 2013

Investors looking to profit from the changes under way in Japan’s economy should focus on the beneficiaries of Prime Minister Shinzo Abe’s “three arrows” of fiscal stimulus, monetary easing and structural changes to the labor market and economy. Our favorites: real estate, financial stocks and drugstores.

Chinese Internet Stocks: A Web of Buys

By Yiannis G. Mostrous on Oct. 7, 2013

Unlike the infamous Pets.com and other casualties of the tech bust in 2000--outfits that generated more hype than profits--many of today’s Internet companies have developed profitable business models and are here to stay. But this growth story is far from over, especially in China, the world’s quintessential emerging economy.

PREMIUM PORTFOLIOS

  • WEALTH BUILDERS

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

  • LIFELONG INCOME

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

INVESTING EXPERTS