Investing Topics: US Manufacturing Renaissance

3 Reasons Why US Natural-Gas Prices Will Remain Low

By Elliott H. Gue on Oct. 27, 2014

Unless we stand on the cusp of a new ice age, investors shouldn't expect a sustainable rally in US natural-gas prices.

Embrace the Correction

By Elliott H. Gue on Oct. 8, 2014

Several of our Wealth Builders Portfolio holdings have pulled back since mid-September, reflecting weakness in the broader stock market. In the words of Jesse Livermore, “Be right and sit tight.”

Brazil’s Drought Tightens Supply-Demand Balance in Aluminum Market

By Elliott H. Gue on Sep. 5, 2014

Reduced aluminum production in Brazil has tightened a global aluminum market that already faced a supply deficit. Our top play on this trend has already returned more than 100 percent since we added the stock to the Wealth Builders Portfolio in March 2014. We see more upside to come.

More Upside to Come for Our Favorite Aluminum Smelter

By Elliott H. Gue on Jul. 25, 2014

Alcoa’s big earnings surprise and a bullish outlook for regional aluminum prices puts Wealth Builders Portfolio holding Century Aluminum in the sweet spot. The small-cap aluminum smelter has gained 43 percent over the past four months, and we see the potential for another 40 percent in upside.

Hitting Home Runs by Playing Small Ball

By Elliott H. Gue on Jul. 3, 2014

Although small-capitalization stocks may not garner as much media attention as popular companies such as Apple (NSDQ: AAPL), we pride ourselves on uncovering profitable investment ideas for our readers--not generating page views. Here are three of our favorite small-cap names.

Break with Tradition for Big Profits

By Elliott H. Gue on Jun. 3, 2014

We go off the beaten path to find an undervalued master limited partnership that operates a nontraditional business line with solid growth prospects.

S&P 500 Poised to Head Higher

By Elliott H. Gue on May. 28, 2014

The S&P 500 has broken out to an all-time high, supported by improving US economic data and solid first-quarter results from the index’s underlying companies.

A Stock Picker’s Market

By Elliott H. Gue on Apr. 28, 2014

Successful investing has become a matter of picking individual stocks and industries, not correctly forecasting every movement in the global economy and credit conditions.

Testing America’s Mettle

By Elliott H. Gue on Apr. 2, 2014

Our latest play on the US shale gas revolution and manufacturing renaissance, this undervalued steel producer stands to benefit from management’s savvy moves to reduce its input costs.