Investing Topics: Value Investing

Two Reasonable Values Even in a Bull, Bull World

By Roger S. Conrad on Jan. 10, 2018

Even in a bull market that’s gone this high for this long, value and opportunity can be found. Here are two energy companies that offer strong businesses but haven’t yet convinced other investors of their full worth.

Are We Melting Up?

By Elliott H. Gue on Oct. 27, 2017

We continue to see new market leaders emerging to carry stocks higher and expect the upside momentum to carry through the year’s end. Expect value stocks to benefit the most, leading us to add a strong value-oriented auto play to the portfolio.

Macro Income Talk

By Roger S. Conrad on Oct. 11, 2017

What could take utility stocks down a peg? At the end of the day, a rotation out of dividend-paying stocks could pose the biggest risk. These realities mean that active investors should stay disciplined and be nimble; volatility creates pain—and opportunities.

Income Investors: How Much Energy Should You Own Now?

By Roger S. Conrad on Sep. 27, 2017

How long will the energy sector’s underperformance of the past several years continue? Is energy still a sector worth holding for income-seeking investors? Let’s answer these two important questions.

From Growth to Value

By Elliott H. Gue on Sep. 27, 2017

Many investors and the financial media tend to get bogged down by volatility and “noise” in economic data releases. We prefer to look at a handful of big-picture indicators that have stood the test of time. And these indicators point to continued strength in the economy.

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.

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.

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

Investing Topics: Value Investing

Two Reasonable Values Even in a Bull, Bull World

Are We Melting Up?

Macro Income Talk

Income Investors: How Much Energy Should You Own Now?

From Growth to Value

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

Low Volatility, Heightened Concern

When to Take Profits in Dividend Stocks

Why Utility Stocks, Not Tesla Motors, Are the Smart Bet on Electric Cars

Back to School

INVESTING EXPERTS

Elliott H. Gue

Roger S. Conrad

Yiannis G. Mostrous