Issue No. 31: Market, Strategy and Growth Focus List Update
Elliott examines global equity and credit markets with a special guest contributor joining via phone from London. He also updates the Growth Focus List recommendations including a strategy for taking profits on one of our biggest winners to date.
04/30/18: First-Quarter Earnings in Review
Roger Conrad reviews first-quarter results from Altagas, Entergy Corp, United Technologies Corp and Verizon Communications.
04/23/18: Earnings and M&A Update for Income Focus List
Roger Conrad shares his take on Kinder Morgan (NYSE: KMI) and China Mobile’s (NYSE: CHL) first-quarter results and discussed M&A involving members of the Income Focus List.
04/15/18: Energy Innovation in Focus
Roger Conrad highlight some of our favorite plays on energy innovation.
Issue No. 30: Key Takeaways and Best Ideas from ARPA-E’s 2018 Energy Innovation Summit
Roger Conrad highlights some of his key takeaways and best investment ideas from ARPA-E’s 2018 Energy Innovation Summit.
Issue No. 29: Key Takeaways and Best Ideas from ARPA-E’s 2018 Energy Innovation Summit
Roger Conrad highlights some of his key takeaways and best investment ideas from ARPA-E’s 2018 Energy Innovation Summit.
04/09/18: Altagas’ Acquisition of WGL Holdings
Roger Conrad discusses the latest developments in Altagas’ acquisition of WGL Holdings.
Issue No. 28: Key Takeaways and Best Ideas from ARPA-E’s 2018 Energy Innovation Summit
Roger Conrad highlights some of his key takeaways and best investment ideas from ARPA-E’s 2018 Energy Innovation Summit.
Issue No. 27: Focus on Quality
Stocks issued by companies that exhibit higher earnings quality and profitability tend to outperform in a bull market’s latter stages.
03/30/18: Brookfield Property Partners Buying GGP
Focus List holding Brookfield Property Partners LP (NSDQ: BPY, TSX: BPY-U) announced an agreement to buy the 66 percent of GGP (NYSE: GGP) that it doesn’t own already, marking the latest step in its strategy of acquiring shopping malls on the cheap and repurposing them.
03/17/18: What the FERC Ruling Means for MLPs
Roger reviews what the recent FERC order means for MLPs, including which ones are affected.
Issue 26: An Opportunity to Buy US REITs
Rising rates are creating an opportunity to buy US REITS. But be picky, because the sector and some companies remain pricey.
03/10/18: Quarterly Results of Focus List – Income Members
Roger talks through the quarterly results from the Income members of the Focus List Portfolio.
Issue 25: Buying the Correction
Elliott Gue explains why the bull market has more room to run, despite the S&P 500’s recent swoon. He also revisits his favorite themes and adds a few names to the Focus List.
Issue 24: Yieldcos Revisited
Roger Conrad takes a look at where yieldcos started and how far the’ve come, including his top picks and pans.
Issue 23: China and LNG
Roger Conrad and Nate Conrad discuss China’s growing demand for liquefied natural gas (LNG).
Issue 22: Outlook for Income Investing and Additions to Focus List
Roger Conrad explains his outlook for income investing in 2018 and adds several stocks to the Income Focus List.
Issue 21: Roger Conrad’s Idea Vault Review
Roger Conrad revisits his investment thesis and ratings for the six themes he has highlighted in Deep Dive Investing.
Issue 20: Market Outlook and Economic Cycles
Elliott Gue highlights the strong returns posted during the final 12 to 24 months of a bull market and introduces his 10-point checklist for forecasting bear markets.
Issue 19: Updates to Growth Focus List
Elliott Gue updates his buy targets for the names on the Growth Focus List and adds two new positions.