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April 2016

The Case for Commodities

The U.S. has fallen behind China in renewable energies and needs to catch up in a big way. We identify 7 companies that provide renewable energies or help save energy. These stocks all offer intriguing growth opportunities in the world ahead. In our spotlight section, we compare the U.S. leader in electric vehicles to its Chinese counterpart and discuss the strengths and weaknesses of each.

In our Growth and Income/Value portfolios, we say goodbye to a tech giant that's struggled to regain growth. We also highlight the opportunities that the selloff have created in the yieldco space. In Income, we recommend a new multinational corporation that serves a wide range of industrial, comercial, and consumer markets. See the issue for more. Read more about The Case for Commodities

High Hopes for Small Caps and Commodities 04-25-16

If, like many investors—and especially institutional investors—your view of the market centers on the S&P 500, last week took you on a ride to nowhere. We find a broader view of what constitutes the market more enlightening; it reveals several trends, which began to emerge a few months ago, that now seem a bit more entrenched. Read more about High Hopes for Small Caps and Commodities 04-25-16

Scarce Resources Remain an Issue 04-18-16

Oil fell 6 percent overnight in immediate reaction to news that the Doha conference, intended to freeze oil output in the major OPEC and non-OPEC oil producing nations, had failed. However, despite the kneejerk reaction, oil and oil stocks have done remarkably well today. Read more about Scarce Resources Remain an Issue 04-18-16

Watch the Slope as the Price Curves Up 04-11-16

Last week we emphasized the potential for a change in the relationship between oil and stocks. In the first quarter of 2016 oil was a deflationary barometer. I can still easily remember how odd it seemed for the nightly news to report that stocks had tumbled on a particular day due to a decline in oil prices. Now, those days are likely gone. Read more about Watch the Slope as the Price Curves Up 04-11-16

End of an Exceptional Period 04-04-16

Last week was exceptional: it marked the end of a 17-week period during which changes in oil prices and stock prices moved in the same direction. To be fair, one week saw oil prices rise by less than a 30th of one percent and stocks gain less than one percent. I called that week a tie.
Read more about End of an Exceptional Period 04-04-16

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