Issue No. 30: Key Takeaways and Best Ideas from ARPA-E’s 2018 Energy Innovation Summit
Roger Conrad highlights some of his key takeaways and best investment ideas from ARPA-E’s 2018 Energy Innovation Summit.
Issue No. 29: Key Takeaways and Best Ideas from ARPA-E’s 2018 Energy Innovation Summit
Roger Conrad highlights some of his key takeaways and best investment ideas from ARPA-E’s 2018 Energy Innovation Summit.
Issue No. 28: Key Takeaways and Best Ideas from ARPA-E’s 2018 Energy Innovation Summit
Roger Conrad highlights some of his key takeaways and best investment ideas from ARPA-E’s 2018 Energy Innovation Summit.
Issue No. 27: Focus on Quality
Stocks issued by companies that exhibit higher earnings quality and profitability tend to outperform in a bull market’s latter stages.
Issue 26: An Opportunity to Buy US REITs
Rising rates are creating an opportunity to buy US REITS. But be picky, because the sector and some companies remain pricey.
Issue 25: Buying the Correction
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.
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).