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Investing Topics: Cyclical Stocks

Brazil’s Drought Tightens Supply-Demand Balance in Aluminum Market

By Elliott H. Gue on Sep. 5, 2014

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.

A Normal Correction

By Elliott H. Gue on Aug. 22, 2014

The recent pullback in US equity markets reflects a perfectly healthy bout of profit-taking after an extended rally and shouldn’t be confused with something more sinister. Investors should buy the dips with confidence. Investors who focus on stocks with specific upside catalysts, as opposed to a macro-driven strategy, will outperform.

More Upside to Come for Our Favorite Aluminum Smelter

By Elliott H. Gue on Jul. 25, 2014

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.

Hitting Home Runs by Playing Small Ball

By Elliott H. Gue on Jul. 3, 2014

Although small-capitalization stocks may not garner as much media attention as popular companies such as Apple (NSDQ: AAPL), we pride ourselves on uncovering profitable investment ideas for our readers--not generating page views. Here are three of our favorite small-cap names.