Growth Stocks Archives - Capitalist Times

Growth Stocks

Creepy, Crawly Profits

By Elliott H. Gue on Oct. 26, 2016

This leading pest-control company continues to deliver steady revenue growth and has ample opportunity to consolidate a highly fragmented industry.

Over the past several quarters, we’ve assembled a Watch List of high-quality names that we’d consider adding on a pullback in the broader market. We revisit these stocks, their stories and their growth prospects.

Two New Buys for 2015

By Elliott H. Gue on Jan. 16, 2015

We’ve added two new positions to the Wealth Builders Portfolio: A health care name that’s poised to benefit from pent-up demand in its key end-markets and growing consumer confidence, and a restructuring play in the tech sector that should unlock value for shareholders.

Consumption Junction

By Elliott H. Gue on Nov. 24, 2014

A strengthening US economy and lower energy prices mean that it’s time to make some smart bets on consumer spending that also stand to benefit from stock-specific upside drivers.

Buy Stocks, Not the Market

By Elliott H. Gue on Sep. 19, 2014

The vaunted diversification offered by exchanged-traded funds (ETF) dilutes your potential upside by offering exposure to a mix of winners and losers. Investors seeking differentiated performance should focus on building a balanced portfolio of individual stocks.

The Car of the Future, Brought to You in Part by Aluminum

By Elliott H. Gue on Mar. 18, 2014

The push for fuel efficiency among US carmakers bodes well for aluminum demand, while America’s surging production of natural gas continues to lower electricity costs for our favorite smelter.

Up in the Air

By Elliott H. Gue on Jan. 31, 2014

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.

Building Wealth in Capitalist Times

By Elliott H. Gue on Jan. 15, 2014

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

By Elliott H. Gue on Jan. 15, 2014

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.

Adding Value: Automakers Revving Up for Growth

By Elliott H. Gue on Sep. 3, 2013

After suffering through one of the most trying periods in its history, US automakers have emerged financially stronger and stand to benefit from a number of tailwinds in the domestic market.