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.
Roger Conrad explains why adoption of renewable energy will continue apace in the US and highlights which stocks prospective investor should avoid and which business models will thrive.
Elliott Gue updated his Deep Dive on the financial and industrial sectors, selling a regional bank that has lagged and adding an attractively valued industrial company based in France.
The internet of things and machine-to-machine communications are bringing big changes to the industrial sector. Elliott Gue highlights the best investment opportunities in this exciting field.