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Feature Articles

When Shopping for Yield, Think Small

By Roger S. Conrad on Mar. 30, 2017

Now more than ever, many of the biggest, safest and fastest growing yields come in small packages. We hold four relatively small capitalization, high dividend companies in the Lifelong Income Portfolio and review the power of small strength.

Risk Management and Positioning for the Future

By Elliott H. Gue on Mar. 29, 2017

We exit a few positions where our investment theses no longer hold, kick the tires on two of our winners and round out the Wealth Builders Portfolio’s financial sleeve with a new addition.

Cybersecurity: Two Old Guards, One a Sell

By Jason R. Koepke on Mar. 29, 2017

Our cautious optimism on the market makes now a particularly important time to review cybersecurity stocks highlighted in the past, including two that have profited nicely and now merit a new rating.

Opportunities Emerge for Two MLPs

By Elliott H. Gue on Mar. 29, 2017

Volatility in oil prices and minor business bumps have contributed to pullbacks in some of our favorite master limited partnerships (MLPs). These companies’ underlying strengths mean now is a time to buy, not be shy.

Utilities Bob as Macro Conditions Change

By Roger S. Conrad on Mar. 21, 2017

The Dow Jones Utility Average has returned more than 10 percent since early December 2016, outperforming the S&P 500 by a few percentage points. It’s now reached valuations where the risk-reward balance skews to the downside. In this environment, investors should evaluate the macro forces that could bat these stocks about in coming months.

Q4’s Last Reporters: A Special Group of Stocks

By Roger S. Conrad on Mar. 20, 2017

The final five Lifelong Income Portfolio members released their numbers, allowing us to gauge their health and dividend stability. Given the difficulty of revenue growth for many companies, it’s more important than ever to examine how costs and operations are being managed.

Cautiously Optimistic

By Elliott H. Gue on Mar. 20, 2017

Incoming data reinforce our take that the US economy has strengthened. But technical warning signs and policy concerns mean investors who invest in specific stocks and not the broader market have a better chance of outperforming.

Europe: Enter France

By Yiannis G. Mostrous on Mar. 19, 2017

Results from the recent Dutch elections removed one engine of political uncertainty in the eurozone. Will this year's remaining European electoral calendar echo this outcome and release an economy ready to accelerate?

Taking Profits

By Elliott H. Gue on Feb. 27, 2017

With the risk-reward proposition skewing to the downside, we take profits on a special situation in the tech sector that has generated solid returns.

China: The Year of the Rooster

By Yiannis G. Mostrous on Feb. 27, 2017

China is the stock market investors love to hate. The conversations are always about what could go wrong in China and rarely about what will go right. And yet Chinese equities outperformed other emerging markets during the past one-, three- and five-year periods.

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

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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