Investing Topics: Consumer Discretionary

A Remembrance of Picks Past

By Elliott H. Gue on Jan. 26, 2018

We revisit our picks from the last 15 months, check how our performance stacked up relative to the S&P 500, and update our thoughts on these names.

Blockbuster Deal Creates Buying Opportunity

By Elliott H. Gue on Dec. 23, 2017

What happens when a health insurer, pharmacy network and prescription benefits manager come together in a merger?

We continue to see new market leaders emerging to carry stocks higher and expect the upside momentum to carry through the year’s end. Expect value stocks to benefit the most, leading us to add a strong value-oriented auto play to the portfolio.

Industrial-Grade Retail

By Elliott H. Gue on Jul. 16, 2017

This industrial distributor generates solid free cash flow, trades at a discount valuation, and offers exposure to a turnaround story that should gain traction in coming years.

Investors, This Bud’s for You

By Elliott H. Gue 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 Elliott H. Gue 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.

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Investing Topics: Consumer Discretionary

A Remembrance of Picks Past

Blockbuster Deal Creates Buying Opportunity

Are We Melting Up?

Industrial-Grade Retail

Investors, This Bud’s for You

Risk Management and Positioning for the Future

The Glass Remains Half Full

This Discount Retailer Is No Joke

Crystal Ball 2017

Four Strategies When There Are No Safe Spaces

INVESTING EXPERTS

Elliott H. Gue

Roger S. Conrad

Yiannis G. Mostrous