Deep-Dive Investing reflects the one basic principle that’s guided both of us through the more than 50 years in investment research:
Exhaustive research.
What is Deep-Dive Investing?
Imagine getting up before dawn on a Tuesday morning to catch a flight and attend a three-day energy conference in Oklahoma, then flying home on Friday afternoon to participate in a mini-conference on precious-metal mining companies.
How about waking up at 4 a.m. to jump on a train to New York for a board meeting, and using the train ride for a conference call with a London-based fixed-income trader regarding stock and bond market volatility…
On your train journey back to DC, you have a two-hour conversation with your research staff on natural gas liquids pricing and what it all means for master limited partnerships (MLP), getting home just before midnight.
Sound exhausting?
It is, but Roger and I wouldn’t have it any other way.
It’s our job – and our privilege — to leverage our industry and market contacts, our growing in-house staff of analysts covering technology, European and Asian markets, MLPs, energy and financials to identify the very best investment ideas across a wide range of industry groups and asset classes.
Deep-Dive Investing is the culmination of those efforts.
The service reflects the one basic principle that’s guided both of us through the more than 50 years in investment research: Exhaustive research.
You can’t make superior returns consistently with just a cursory understanding of a company or industry group…
It’s not enough to just say you want to buy energy stocks because oil is rising or sell utilities and buy financials because the Federal Reserve is hiking interest rates for the first time in a decade. Nor is it enough to buy a stock because it’s cheap, sell it because it’s expensive or use a few screens to put your investment decisions on auto-pilot.
Instead, these big-picture macro forces, company-specific fundamentals, quantitative and technical factors must be synthesized to form a truly compelling investment case for a stock, bond or commodity. Our experience confirms these distinctions can add up to tens of thousands of dollars in returns for even a moderate-sized portfolio over the course of a year.
Our commitment to the deep dive explains:
- Why we recommended buying oil producers Anadarko Petroleum, Concho Resources and EOG Resource in early 2016 (up 60.8% on average since) while avoiding deepwater drillers like SeaDrill, “Super Oil” Exxon Mobil, energy equipment market darling National Oilwell Varco and Enbridge Energy Partners LP (down 11.2% on average)…
- Why Roger didn’t get caught up in the alternative energy boondoggle last year that trapped so many of our peers – avoiding the 59.4% collapse in First Solar and the 60.1% decline in SolarCity, while identifying the real winners of the alternative energy boom including Nextera Energy Partners, with its 4.4% annual yield, up 18.1%…
- Why Elliott got bullish on airlines way back in January 2014, when most investors regarded the sector as a perennial money-loser…EVEN a year before investment superstar Warren Buffett started buying names like American Airlines, Delta Air Lines and Southwest…
- How we identified the pet healthcare market as a profitable niche back in 2013 (producing gains of more than 77.9% in 18 months) while most investors were still struggling to sort through the investment fallout and opportunities from the Affordable Care Act or buying the S&P Healthcare Index (up less than 32% over the same time period with close to twice the volatility)…
- And why just last month, Elliott recommended a strategy for buying 5 regional banks in a Deep Dive Investing issue now up an average of 4.64% compared to the 4.7% LOSS in the KBW Regional Banking Index over the same time frame (a 9.34% performance gap in just over 1 month)…
Of course, rest assured, we’ll continue to deliver this kind of in-depth research and specific picks in all our publications – Roger and I would never participate in any research service that fails to meet these standards.
However, Deep-Dive Investing is designed to take this process several steps further.
In short, the service will deliver our very best and most timely ideas across all market sectors, industry groups, investment styles and holding periods. We’ll be pulling out all the stops, leveraging our research, the work of our in-house investment staff and our global market and industry contacts.
And we plan to deliver all our research and buy and sell ratings in a unique, actionable and comprehensive Deep-Dive Investing Model Portfolio.
Simply put, Deep-Dive Investing seeks to give you the handful of great investment ideas we encounter each year that make the difference between sizable outperformance and just “average” returns.
Membership to Deep-Dive Investing includes:
Why Now
Since early 2008, the US Federal Reserve has flood the economy with $3.6 trillion through several rounds of quantitative easing…
The European Central Bank, Bank of Japan, Swiss National Bank, among others, have experimented with negative interest rates…
And the rising tide of liquidity has lifted most boats, powering the bipolar risk-on/risk-off markets investors have faced since the financial crisis. It’s fueled the ongoing rise of passive investment strategies and exchange-traded funds (ETF) and has driven valuations to extreme levels – the current P/E ratio for the S&P 500 is the highest since the late-90s bubble market.
We’re proud of the calls we’ve made in all the investment research services we manage. And, we believe our strategy of careful stock and sector selection and deep-dive research has proved its mettle over passive indexing strategies over the long haul.
But we’re even more excited about what’s to come as the engine of global economic growth and stock market performance shifts from liquidity and monetary policy back to economic, industry and business fundamentals.
Without a rising tide of central bank liquidity to lift all boats, our research suggests the performance gap between the winners and the losers is set to widen ever further and superior investment performance will be informed by the most comprehensive research, analysis and recommendations.
You won’t see Deep Dive Investing sold for a lower rate.
Unlike many publishers that tempt you with a low “teaser” subscription rate and then ask you to renew at 2 or 3 times that cost, we’ll NEVER raise your subscription price. We guarantee that, for the life of your subscription, you will be eligible to renew at the same special charter rate.
30-Day Risk-Free Trial
Check out our brand-new website, participate in our podcasts and Q&A sessions, watch the next few Deep-Dive Investing presentations, and THEN decide.If you don’t believe Deep-Dive Investing is worth every penny of the subscription price, you can simply cancel and obtain a full refund in the first 30 days of your subscription by calling Customer Service at 877-302-0749.