Investing Topics: Hedges

Gold is The Hedge

By Yiannis G. Mostrous on Nov. 10, 2017

With the market bull running since 2009, investors should start adding gold to their portfolios. Keep in mind that gold gains in value during times of geopolitical uncertainty, when investors worry about monetary issues or when the stock market experiences a sharp selloff.

Dow Theory Suggests Weakness Ahead

By Elliott H. Gue on Aug. 23, 2017

While the broader market looks strong on the surface, underlying trends have weakened considerably over the past six months. Accordingly, we believe a 5 to 10 percent pullback in the S&P 500 is likely in the final months of 2017. That correction will serve as an opportunity to add stocks to the Wealth Builders Portfolio.

Time for a Hedge

By Elliott H. Gue on Jun. 28, 2017

Technology and Internet retail companies have largely driven the S&P 500’s run. These stocks, while not yet at the sky-high valuations that prevailed in 1999-2000, are now far from cheap. To protect against the pullbacks history tells us is common, we're adding a hedge to the Portfolio.

Go for the Gold

By Elliott H. Gue on Oct. 28, 2016

Skepticism toward central banks’ ability to stimulate the economy through extraordinary monetary policies has helped to inaugurate a new bull market for gold. We highlight one of our favorite mining stocks for aggressive investors.

Covering Your Options

By Elliott H. Gue on Sep. 13, 2016

Looking to generate additional income from your portfolio or add some downside protection in a flat-to-declining market? Consider selling covered calls on some of your positions.

US Economy Still Stuck in First Gear

By Elliott H. Gue on Aug. 31, 2016

Although the US economy has gathered steam in the third quarter, gross domestic product still grew at an annualized pace of less than 1 percent in the first half of the year. Meanwhile, the S&P 500 trades at 20.5 times earnings—toward the top of its historical range. Stay hedged, my friends.

How Strong is the US Labor Market?

By Elliott H. Gue on Aug. 10, 2016

Despite July’s surprisingly strong nonfarm payrolls data, the US economy continues to grow at a lackluster pace and our exposure to gold continues to do well.

Precious Metals: Buy the Dips

By Elliott H. Gue on Jul. 28, 2016

Skepticism toward central banks’ ability to stimulate the economy through extraordinary monetary policies has helped to inaugurate a new bull market for gold. We highlight some of our favorite mining stocks for aggressive and conservative investors.

Income Investing in a Low-Rate World

By Roger S. Conrad on Jul. 27, 2016

Divided-paying equities of all stripes have rallied hard since the Federal Reserve backed down from its plan to hike interest rates this year, propelling many of our favorite names to frothy valuations. We highlight a strategy for a challenging environment where rates remain low, and valuation multiples and economic uncertainty remain elevated.