Investing Topics: Industrial 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.

Low Volatility, Heightened Concern

By Elliott H. Gue on Aug. 15, 2017

While the risks of today’s low-volatility stock market are clear, we continue to believe the next sell-off in the broader market will be a correction, not the beginning of a new bear market. Look for a rotation out of the growth-oriented fare and into cyclical and value groups.

Industrial-Grade Retail

By Elliott H. Gue on Jul. 16, 2017

This industrial distributor generates solid free cash flow, trades at a discount valuation, and offers exposure to a turnaround story that should gain traction in coming years.

Mining: A Volatile New Cycle

By Yiannis G. Mostrous on May. 29, 2017

For some time, mining companies thought diversifying their portfolios was the best way to improve cash flow stability and protect themselves from natural resources cycles and increased volatility. That hasn’t worked, at least not as expected.

Industrial Strength

By Elliott H. Gue on Apr. 5, 2016

A strategic spin-off will highlight this industrial player’s promising life sciences business and unlock value for shareholders. Another across-the-board selloff after the industrial sector’s recent rebound would create an ideal buying opportunity.

European Opportunities

By Yiannis G. Mostrous on Jul. 22, 2015

An inordinate focus on Greece’s fiscal woes has distracted from Europe’s improving economy, setting the stage for a potential re-rating of Continental equity markets.

European Equities: Staying Positive amid the Storm Clouds

By Yiannis G. Mostrous on Mar. 11, 2015

European equities have delivered impressive total returns this year on a constant-currency basis, but currency headwinds have eroded these gains for US investors. We take profits on previous picks, update our outlook for the EU economy and highlight some new favorites.

Kicking Butt and Taking Profits

By Elliott H. Gue on Nov. 12, 2014

We review the third-quarter results posted by our Wealth Builders Portfolio holdings and take profits on two names as we clear the way for new picks.

Japan: The Big Bet

By Yiannis G. Mostrous on Oct. 23, 2014

The last of Prime Minister Shinzo Abe’s “three arrows”—structural reforms—will be critical to ending stagflation and stimulating Japan’s economy. We dig into Japan’s macroeconomic picture and highlight our favorite stocks.

Buy Stocks, Not the Market

By Elliott H. Gue on Sep. 19, 2014

The vaunted diversification offered by exchanged-traded funds (ETF) dilutes your potential upside by offering exposure to a mix of winners and losers. Investors seeking differentiated performance should focus on building a balanced portfolio of individual stocks.