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.
We revisit our deep dive on water management and infrastructure in the oil and gas industry.
We revisit our investment thesis for regional backs, dig into first-quarter results from our top picks and add two financial stocks to this basket.
The trends toward longer horizontal segments and tighter spacing between fracturing stages in US shale oil and gas plays continue to increase the volume of water needed to complete these wells–a major cost center. We highlight the exploration and production companies pushing the envelope on water recycling and the technology providers that stand to benefit from reducing these costs.
A strengthening US economy, the potential for reduced regulation and the Federal Reserve’s efforts to normalize interest rates gradually should drive earnings growth at regional banks. We highlight a handful of names that offer the best leverage to these trends.
Despite the road blocks faced by the high-profile Keystone XL and Dakota Access Pipelines, the Federal Energy Regulatory Commission approved a record number of natural-gas pipelines under the Obama administration. This build-out should continue over the next several years, as widening price differentials between regional natural-gas hubs encourage the development of additional takeaway capacity that provides access to under-served markets.