Investing Topics: Portfolio Update

Stay with the Miners

By Elliott H. Gue on Sep. 19, 2017

With this year’s fourth quarter around the corner, we maintain a positive view on the miners. The majority of our preferred global macro indicators are holding well, and the mining sector still trades at a deep discount to the market. Metal prices already show strength, suggesting corporate earnings should soon follow.

Successful Income Investing in an Increasingly Passive World

By Roger S. Conrad on Sep. 16, 2017

Increasingly, the way of passive investing and index-based ETFs is the way of the market. So if the algorithms pull out and cause a market decline, how do the Lifelong Income Portfolio members holdup?

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.

There’s Still a Place for Bonds in an Income Portfolio

By Roger S. Conrad on Aug. 22, 2017

Passive investment has had a dramatic effect on bond funds. And while that’s meant higher prices and lower yields for many, four in our coverage universe offer solid management, performance, and income.

Q2 Portfolio Earnings: What We Know

By Roger S. Conrad on Aug. 15, 2017

Over the past couple weeks, the entire Lifelong Income Portfolio reported second-quarter numbers and management teams delivered guidance for the rest of the year. That makes now an ideal time to evaluate where each of our recommended companies stands.

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.

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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Investing Topics: Portfolio Update

Stay with the Miners

Successful Income Investing in an Increasingly Passive World

Dow Theory Suggests Weakness Ahead

There’s Still a Place for Bonds in an Income Portfolio

Q2 Portfolio Earnings: What We Know

Low Volatility, Heightened Concern

Another Spin Move

When to Take Profits in Dividend Stocks

Good News and Bad News

Ordering from the Value Menu

PREMIUM PORTFOLIOS

WEALTH BUILDERS

LIFELONG INCOME

INVESTING EXPERTS

Elliott H. Gue

Roger S. Conrad

Yiannis G. Mostrous