Investing Topics: Industrial Stocks

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 Peter Staas 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.

QE is Coming: Buy Cyclical European Stocks

By Yiannis G. Mostrous on Sep. 19, 2014

With the European Central Bank planning to start buying bonds and asset-backed securities, cyclical stocks represent the best bet for value-oriented investors seeking exposure to the Continent’s comeback story.

A Normal Correction

By Elliott H. Gue on Aug. 22, 2014

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.

Earnings Season in Full Swing

By Elliott H. Gue on Aug. 1, 2014

At roughly the midway point of second-quarter earnings season, our Wealth Builders Portfolio holdings have delivered the goods, with several warranting higher buy targets.

PREMIUM PORTFOLIOS

WEALTH BUILDERS

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

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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