Alerts

05/04/12: Opportunistic but Defensive

by Elliott H. Gue on Friday, May 4, 2012

This cyclical stock has seen a significant run-up in price.  It's time to sell and book a gain.

05/04/12: Gold Is Money

by Elliott H. Gue on Friday, May 4, 2012

Increasing costs, coupled with investor uncertainty about China’s economy, have pushed Freeport shares down to a new trading range in the upper 30s, from a level in the upper 40s earlier this year and a high of nearly 60 in late 2010. These price fluctuations are normal for a company that produces natural resources. However, [...]

04/20/12: Playing the Correction

by Elliott H. Gue on Friday, April 20, 2012

This software giant has been been a solid performer in the Growth Portfolio but it's time to take profits and avoid any earnings disappointment.

04/06/12: Processing Power

by Elliott H. Gue on Friday, April 6, 2012

This chip manufacturer pays a solid dividend, but its defensive-growth characteristics have earned it a place in the Growth Portfolio.

03/28/12: The Best Offense is a Good Defense

by Elliott H. Gue on Wednesday, March 28, 2012

We've added two new stocks to the Growth Portfolio, both of which balance defensive characteristics with solid upside potential. We also downgraded two Portfolio holdings.

02/28/12: Major Deal Should Fuel Distribution Growth

by Elliott H. Gue on Tuesday, February 28, 2012

A Growth Portfolio holding announced a major acquisition that will prove immediately accretive to distributable cash flow.

02/21/12: Accounting Restatement Obscures Growth Opportunity

by Elliott H. Gue on Tuesday, February 21, 2012

Weatherford International's latest misstep is disappointing but doesn't jeopardize our investment thesis.

01/18/12: Cake Boss

by Elliott H. Gue on Monday, January 23, 2012

This cake maker is a defensive stock with a clear upside catalyst in 2012. Additionally, it's time to reevaluate our investment in frontier markets.

1/12/12: Buy the Dip

by Elliott H. Gue on Thursday, January 12, 2012

The announcement of a secondary offering prompted a knee-jerk selloff in shares of this Growth Portfolio favorite. Take advantage of this temporary pullback to buy this stock at a discount.

10/25/11: Preferred Caller

by Roger S. Conrad on Tuesday, October 25, 2011

One of America’s Big Three telecoms is calling a preferred issue that we hold in the Personal Finance Income Portfolio.