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.
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.
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.
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.
They'll tell you that America's best days have passed. Don’t believe the hype about the US as a waning economic power. Despite the ongoing gridlock in Washington, the world’s largest economy remains the go-to destination for investors seeking to outperform.
Our favorite refiner stands to benefit from the growing glut of crude oil on the Gulf Coast, growing international demand for diesel and superior economics to competitors in Asia and Europe. Equally important, this stock complements the Wealth Builders Portfolio’s existing energy holdings.
All our holdings in the Wealth Builders Portfolio have reported quarterly results, with most living up to or exceeding the market's expectations. We review the final five sets of earnings and revisit our investment theses for these names.
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