Beyond Bubble Wrap
A Positive Spin
Cutting Both Ways: The Pluses and Minuses of a Dividend Cut
Mining Stocks: Good Value, But Recovery Pushed Back to 2016
Dividing to Conquer
Most of our Lifelong Income Portfolio holdings have reported second-quarter results. However, the news flow continues to come fast and furious, with one of our top value plays announcing plans to spin off some of its assets as a new entity. Here’s our take on this strategic move and the latest developments affecting our other picks.
Brazil’s Drought Tightens Supply-Demand Balance in Aluminum Market
Reduced aluminum production in Brazil has tightened a global aluminum market that already faced a supply deficit. Our top play on this trend has already returned more than 100 percent since we added the stock to the Wealth Builders Portfolio in March 2014. We see more upside to come.
More Upside to Come for Our Favorite Aluminum Smelter
Alcoa’s big earnings surprise and a bullish outlook for regional aluminum prices puts Wealth Builders Portfolio holding Century Aluminum in the sweet spot. The small-cap aluminum smelter has gained 43 percent over the past four months, and we see the potential for another 40 percent in upside.
Mining Stocks: Unloved, But Not Unlovable
With solid dividends and a low bar of expectations, our favorite global mining stocks are good buys for patient investors who can wait for the inevitable turnaround.
Break with Tradition for Big Profits
We go off the beaten path to find an undervalued master limited partnership that operates a nontraditional business line with solid growth prospects.
Testing America’s Mettle
Our latest play on the US shale gas revolution and manufacturing renaissance, this undervalued steel producer stands to benefit from management’s savvy moves to reduce its input costs.
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