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.
Issue 18: High-Yield Bonds
Roger Conrad surveys the opportunities and value traps in the high-yield bond market.
Issue 17: Pipeline and Water Update
Roger Conrad updates his plays on gas pipelines and water handling in the energy patch.
Issue 16: Screening for Value
Elliott Gue explains one of his favorite screens for value stocks and adds two names to the Focus List.
Issue 15: Financials Update
Elliott Gue revisits his favorite financial stocks and adds two new names to this theme.
Issue 14: Update on the Peak of the Auto Cycle
Elliott Gue updates his outlook on the peak of the auto cycle and exits one short idea.
Issue 13: Income Focus List
Roger Conrad highlights the five names on the income portion of our Focus List.
Issue 12: Industrials Update
The picks in our Industrials theme have outperformed the broader market. Elliott Gue updates his outlooks and buy targets for these names.
Issue 11: The REIT Stuff
Roger Conrad highlights his favorite US and Canadian real estate investment trusts (REIT).
Issue 10: Update on Renewable Energy
Issue 9: The Rise of the Machines
Roger Conrad explains how the telecom and utility sectors will benefit in coming years from the rise of the internet of things.
Issue 8: The Peak of the Auto Cycle
As the post-Great Recession auto cycle starts to sputter, opportunities abound for investors on the short side and the long side.
Issue 7: Renewable Energy
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.
Issue 6: Update on Financial and Industrials
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.
Issue 5: Industrial Strength
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.