Investing Topics: Consumer Discretionary

Investors, This Bud’s for You

By Peter Staas on May. 16, 2017

Anheuser-Busch InBev’s unparalleled scale and experienced management team give the company a huge competitive advantage in capitalizing on long-term growth in emerging markets and turning the craft-beer headwind into a tailwind.

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.

The Glass Remains Half Full

By Elliott H. Gue on Jan. 28, 2017

This year will be a good year US equity investors, but only if you take an active approach. In that vein, we’re booking profits on one portfolio member and cutting another to hold–protecting profits as sentiment and growth shifts.

This Discount Retailer Is No Joke

By Peter Staas on Jan. 19, 2017

Whimsical humor may be an important component of this up-and-coming retailer’s branding strategy, but the management team is serious about driving outsized earnings growth and creating value for shareholders.

Crystal Ball 2017

By Elliott H. Gue on Dec. 28, 2016

We review our 2016 forecasts and look at the out-of-consensus calls and market trends likely to generate market moves and profit in 2017.

Four Strategies When There Are No Safe Spaces

By Roger S. Conrad on Oct. 24, 2016

Examining S&P 500 sectors reveals there are no safe havens, so you better stick to these four key strategies to mitigate downside potential.

Profiting from the Ongoing Cash Crunch

By Peter Staas on Jan. 8, 2016

Although we remain cautious on equities because of the increased potential for a bear-market correction, we continue to highlight secular growth stories with an eye toward buying these names on a pullback.

Back to School

By Peter Staas on Aug. 23, 2015

This leading textbook company continues to expand its margins and grow its recurring revenue by transitioning to digital content and leveraging its existing intellectual properties to penetrate the consumer market.

Record US Gasoline Demand Bodes Well for Holiday Shopping Season

By Elliott H. Gue on Aug. 18, 2015

US consumers have hit the roads in droves this summer, resulting in record gasoline demand and setting the stage for a robust holiday shopping season.

The Stage is Set for a Strong Second Half

By Elliott H. Gue on Aug. 14, 2015

A strengthening US economy bodes well for stocks in the second half of 2015; we highlight some of our favorites.

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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