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Issue

Issue No. 42: Economy and Market Update

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Our latest take on the outlook for the economy and markets including a discussion with our London-based Contributor.

By The London Correspondent|2018-11-06T21:53:36+00:00November 6th, 2018|Issue|

Actively Managed Income: A New Portfolio Strategy

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Rising interest rates, a stock market in its 10th year and the rise of ETFs have created a challenging but still greatly rewarding environment for income investing. This issue, we’re launching an Actively Managed Income Portfolio to take advantage, as well as to prepare income seekers for the next phase of the market cycle. We discuss the current environment for income investing and key dividend paying sectors as well as strategy and tactics. And we introduce the first members of our weighted model $100,000 portfolio, which can be applied to investments of any size.

By Roger S. Conrad|2021-11-14T11:33:47+00:00October 23rd, 2018|Issue|

Bond Market Update and Implications for the Stock Market

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This is an update on bond market developments and their implications for the stock market

By The London Correspondent|2021-11-14T11:32:15+00:00October 5th, 2018|Issue|

Issue No. 39: Part 1 — Stages of the Market Cycle What to Buy and What to Avoid

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By Elliott H. Gue|2021-11-14T11:32:36+00:00October 1st, 2018|Issue|

Issue No. 38: Fixed Income Opportunities–Always Aim High

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High yield bonds have dramatically outperformed investment grade debt this year, thanks to a stronger economy, a dearth of defaults, the recovery of the energy sector and a shortage of supply caused by fewer new issues and ETF buying. Several of these trends appear near to running their course. But there are still strong values among individual high yield bonds and even mutual funds. This briefing highlights a basket of high yield bond buys that should continue producing strong returns and high yields even if the current positive macro environment sours.

By Roger S. Conrad|2021-11-14T11:33:00+00:00September 15th, 2018|Issue|

Issue No. 37: A Look at Global Markets

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Each quarter the Deep Dive Investing Team including myself, Roger Conrad, Yiannis Mostrous and Mr. X (our London-based guest contributor) meet to discuss our big picture outlook for the global economy and markets and new investment ideas or trends we’re following.

The focus of our discussion is a detailed, 33-slide deck that covers a long list of economic and market indicators we’ve been following for years including slides covering market valuations, corporate profits and margins, credit and bond markets, commodities, institutional money flows and economic data.

The purpose is not to develop a set-in-stone outlook but to set up a framework for keeping tabs on market developments, trends to watch and our strategies for investing in the current environment.

In this issue of Deep Dive Investing, I discuss some of our conclusions and takeaways from our quarterly meeting with our London-based guest contributor.

Later this evening, following the market close, we will release a separate flash alert that includes an update of our Active Total Return Portfolio and recommendations.

By Elliott H. Gue|2018-08-10T08:05:09+00:00August 9th, 2018|Issue|

Issue No. 36: Active Total Return Portfolio Update

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Most of our Focus List and Active Total Return Portfolio recommendations have now reported second quarter earnings.

In this issue, Elliott explains what we mean by “Growth” investing and how it differs from the common usage of the term in the mainstream and financial media.

In addition, Elliott offers an update of returns in the Active Total Return Portfolio and a rundown (and updated advice) on every recommendation that’s reported earnings to date.

By Elliott H. Gue|2018-08-01T21:43:39+00:00August 1st, 2018|Issue|

Issue No. 35: Introducing Our Active Total Return Portfolio

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The US stock market is more expensive today than it has been in 97.7% of months since January 1881 and those excesses are partly driven by the shift in favor of passive/ETF and quantitative investing strategies. The unprecedented wave of global quantitative easing and monetary stimulus since the 2007-09 financial crisis has further fueled passive investing and valuation excesses.

To generate superior profits in this environment we’re focused on looking for inefficiencies and an investment “edge” in parts of the market the crowd ignores.

We’re introducing a new actively managed model portfolio to offer additional guidance on what stocks to buy, when and how to buy them, when to sell and how to manage growing market risks as we approach the end of the cycle.

By Elliott H. Gue|2018-07-06T14:59:01+00:00July 5th, 2018|Issue|

Issue #34: Income Investing Outlook and Strategy for 2nd Half 2018

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Roger Conrad highlights our income investing strategy for the second half of 2018 at a time of tightening Federal Reserve policy, rising stock market volatility and increased influence of algorithm-managed ETFs. He highlights emerging bargains in six sectors offering an uncommon combination of high yields, safety and growth in an aging bull market.

By Roger S. Conrad|2018-06-25T08:56:41+00:00June 24th, 2018|Issue|

Issue No. 33: Time for Midstream Part II

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Roger Conrad offers some of his key takeaways from the 2018 MLP & Energy Infrastructure Conference held in Orlando, Florida. He also does a deep-dive look at 3 MLPs to buy right now and 2 MLPs to sell or avoid.

By Roger S. Conrad|2018-06-06T18:24:12+00:00June 6th, 2018|Issue|

Issue No. 32: Time for Midstream

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Roger Conrad examines the midstream energy industry and some of the key trends he’s watching at the MLP & Energy Infrastructure Conference in Orlando, Florida this year. He also updates all of the Midstream energy stocks recommended in Deep Dive.

By Roger S. Conrad|2018-05-25T22:03:57+00:00May 25th, 2018|Issue|

Issue No. 31: Market, Strategy and Growth Focus List Update

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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.

By Elliott H. Gue|2018-05-04T08:08:06+00:00May 3rd, 2018|Issue|

Issue No. 30: Key Takeaways and Best Ideas from ARPA-E’s 2018 Energy Innovation Summit

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Roger Conrad highlights some of his key takeaways and best investment ideas from ARPA-E’s 2018 Energy Innovation Summit.

By Roger S. Conrad|2018-04-14T18:57:13+00:00April 14th, 2018|Issue|

Issue No. 29: Key Takeaways and Best Ideas from ARPA-E’s 2018 Energy Innovation Summit

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Roger Conrad highlights some of his key takeaways and best investment ideas from ARPA-E’s 2018 Energy Innovation Summit.

By Roger S. Conrad|2018-04-11T15:42:00+00:00April 11th, 2018|Issue|

Issue No. 28: Key Takeaways and Best Ideas from ARPA-E’s 2018 Energy Innovation Summit

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Roger Conrad highlights some of his key takeaways and best investment ideas from ARPA-E’s 2018 Energy Innovation Summit.

By Roger S. Conrad|2018-04-07T12:16:13+00:00April 7th, 2018|Issue|

Issue No. 27: Focus on Quality

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Stocks issued by companies that exhibit higher earnings quality and profitability tend to outperform in a bull market’s latter stages.

By Elliott H. Gue|2018-04-03T15:32:37+00:00April 3rd, 2018|Issue|

Issue 26: An Opportunity to Buy US REITs

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Rising rates are creating an opportunity to buy US REITS. But be picky, because the sector and some companies remain pricey.

By Roger S. Conrad|2018-03-12T14:06:00+00:00March 12th, 2018|Issue|

Issue 25: Buying the Correction

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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.

By Elliott H. Gue|2018-02-26T12:40:23+00:00February 25th, 2018|Issue|

Issue 24: Yieldcos Revisited

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Roger Conrad takes a look at where yieldcos started and how far the’ve come, including his top picks and pans.

By Roger S. Conrad|2018-02-13T00:30:01+00:00February 12th, 2018|Issue|

Issue 23: China and LNG

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Roger Conrad and Nate Conrad discuss China’s growing demand for liquefied natural gas (LNG).

By Roger S. Conrad|2018-02-11T19:22:11+00:00January 26th, 2018|Issue|
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