Investing Topics: Financial Stocks

Global Synchronized Growth: Favor China & Europe

By Yiannis G. Mostrous on Apr. 27, 2017

The data continues to point to synchronized global growth. Specific trends from China and recent European electoral results point to these areas as two worthy of your investment attention.

Still Fans of Financials

By Elliott H. Gue on Apr. 27, 2017

Although the S&P 500 appears overdue for a pullback of at least 5 to 10 percent, we remain bullish on select financial stocks and would regard any correction as an opportunity to accumulate our favorites.

Has the Trump Trade Peaked?

By Elliott H. Gue on Apr. 13, 2017

Investor talk has turned against the Trump Trade, and for all the wrong reasons. While a market correction is due, look to the sectors that did well during the post-election period to perform well–making pullbacks an opportunity to buy.

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.

Cautiously Optimistic

By Elliott H. Gue on Mar. 20, 2017

Incoming data reinforce our take that the US economy has strengthened. But technical warning signs and policy concerns mean investors who invest in specific stocks and not the broader market have a better chance of outperforming.

Europe: Enter France

By Yiannis G. Mostrous on Mar. 19, 2017

Results from the recent Dutch elections removed one engine of political uncertainty in the eurozone. Will this year's remaining European electoral calendar echo this outcome and release an economy ready to accelerate?

Rising Rates: Buy Financials and Value

By Elliott H. Gue on Feb. 14, 2017

The implications of the US economy moving into a period of stronger growth, faster inflation and rising rates shouldn’t be overlooked. And neither should the newest addition to the portfolio, an addition whose business goes from headwind to tailwind in this new environment.

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.

Time to Buy Banks

By Elliott H. Gue on Dec. 23, 2016

Two developments have changed the banking industry’s outlook since the election. These changes are particularly well suited to push our favorite bank stock higher.

Economic Indicators on the Move

By Elliott H. Gue on Nov. 17, 2016

The Federal Reserve has contended with deflationary pressures and a slower rate of potential economic growth, challenges that have made it difficult to hike interest rates. Higher inflation and stronger GDP growth should enable the US central bank to hike interest rates without damaging the economy or triggering a selloff in the stock market. The prospect of accelerating economic growth, higher interest rates and reduce regulation should give financial stocks a boost.

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A balanced portfolio of Elliott Gue’s top stocks for capital appreciation.
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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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