Roger Conrad and Nate Conrad discuss China’s growing demand for liquefied natural gas (LNG).
Roger Conrad explains his outlook for income investing in 2018 and adds several stocks to the Income Focus List.
Roger Conrad revisits his investment thesis and ratings for the six themes he has highlighted in Deep Dive Investing.
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.
Elliott Gue updates his buy targets for the names on the Growth Focus List and adds two new positions.
Roger Conrad surveys the opportunities and value traps in the high-yield bond market.
Roger Conrad updates his plays on gas pipelines and water handling in the energy patch.
Elliott Gue explains one of his favorite screens for value stocks and adds two names to the Focus List.
Elliott Gue revisits his favorite financial stocks and adds two new names to this theme.
Elliott Gue updates his outlook on the peak of the auto cycle and exits one short idea.
Roger Conrad highlights the five names on the income portion of our Focus List.
The picks in our Industrials theme have outperformed the broader market. Elliott Gue updates his outlooks and buy targets for these names.
Roger Conrad highlights his favorite US and Canadian real estate investment trusts (REIT).
Elliott Gue explains what Avis Budget Group’s disappointing second-quarter results tell us about the US auto market, used-car values and lending in this market.
Elliott Gue explores the origins of the internet of things and how big data, predictive analytics and machine-to-machine communications have started to transform industries.
Roger Conrad explains how the telecom and utility sectors will benefit in coming years from the rise of the internet of things.
Elliott examines sales data from released by major automakers earlier this month and delves into earning results from our short bet against subprime auto lending.
Low volatility, high complacency and why the S&P 500 lost 23 points in 30 minutes on Thursday.
As the post-Great Recession auto cycle starts to sputter, opportunities abound for investors on the short side and the long side.