Investing Topics: Growth Stocks

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.

Value Play Earns Higher Buy Target

By Elliott H. Gue on Oct. 11, 2017

Low leverage, plenty of cash and a high-quality asset base make this exploration and production company a winner.

Investment correlations that favored passive investment strategies are likely to break down while the bull market nears its end, favoring strong pickers. Look to emerging markets for some of the best opportunities.

CAD, The Next Generation

By Elliott H. Gue on Aug. 15, 2017

Our favorite software play stands to benefit from its ongoing transition to a SaaS model and its impressive leverage to growing adoption of the internet of things, a powerful growth theme.

Another Spin Move

By Elliott H. Gue on Jul. 28, 2017

This media company announced yet another spin-off as part of its strategic restructuring. Here’s our take.

The Market Investors Love to Hate

By Yiannis G. Mostrous on Jun. 8, 2017

China is the stock market investors love to hate. The conversations are always about what could go wrong and rarely what could, or will, go right. And yet China’s equities have outperformed emerging markets during the past one-, three- and five-year periods. For the past year, we’ve made the case that cyclicals and growth names should be the focus when investing in China.

Cybersecurity: Two Old Guards, One a Sell

By Jason R. Koepke on Mar. 29, 2017

Our cautious optimism on the market makes now a particularly important time to review cybersecurity stocks highlighted in the past, including two that have profited nicely and now merit a new rating.

China: The Year of the Rooster

By Yiannis G. Mostrous on Feb. 27, 2017

China is the stock market investors love to hate. The conversations are always about what could go wrong in China and rarely about what will go right. And yet Chinese equities outperformed other emerging markets during the past one-, three- and five-year periods.

Buggy Profits

By Elliott H. Gue on Dec. 26, 2016

Demand for pest control remains steady even in the most challenging of economic environments. Couple that with organic growth opportunities and smart acquisitions, this pest-hunting company is set to creep and crawl its way to continued profits and growth.

Creepy, Crawly Profits

By Elliott H. Gue on Oct. 26, 2016

This leading pest-control company continues to deliver steady revenue growth and has ample opportunity to consolidate a highly fragmented industry.

Investing Topics: Growth Stocks

A Remembrance of Picks Past

Value Play Earns Higher Buy Target

World Markets: Bubble Time

CAD, The Next Generation

Another Spin Move

The Market Investors Love to Hate

Cybersecurity: Two Old Guards, One a Sell

China: The Year of the Rooster

Buggy Profits

Creepy, Crawly Profits

INVESTING EXPERTS

Elliott H. Gue

Roger S. Conrad

Yiannis G. Mostrous