A Roller Coaster Summer for Amusement Park Investors

by Rachel Gearhart

According to Trip Advisor, the average family spends up to $1000 per amusement park visit. And, according to IBISWorld’s Amusement Parks market research report, that adds up to $15 billion in revenue for the amusement park industry. So how can you and your portfolio get in on this summer’s hottest (and profitable) attractions?

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Two Buy Signals in Crude Oil

by Christopher Rowe

No indicator has a perfect track record. But these two momentum indicators are telling us light, sweet crude could be making a profitable move.

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Social Media and Small Cap Biotech Drop Dead

by Tom Sandford

Should investors split? Janet Yellen, the chair of the Board of Governors of the Federal Reserve System, thinks so. Stocks dove slightly after Yellen’s bold July 15 statement that both industries seemed “substantially stretched.” The words were subtly included in the Fed’s Monetary Policy Report, but had an instant negative effect on the market.

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Latest Articles

Just In Netflix Hits a New Benchmark & GM Hits the Brakes

by Alexander Moschina

Bonjour and welcome back to Investment U #Trending. I’m still reeling from all the information I took in at The Oxford Club’s Private Wealth Seminar in Quebec (be sure to check out my summaries of day one and day two of the conference), but I’ll do my best to form complete, intelligible sentences. It was a big week for tech, with mostly positive news from the sector’s heavy hitters. Let’s dive in… Read On…

The Man Who Built a Castle in the Clouds

by Sean Brodrick

This is a rags-to-riches story, the kind you can find only in America. The beautiful thing about America is that it really is a land of opportunity for immigrants. That's why everyone wants to move to the U.S. They dream that they and their children can experience the same kind of success as Thomas Gustave Plant, the builder of the Castle in the Clouds. Read On…

Covered Calls Enhance Income

by David Becker

As stocks continue to rise in 2014, it is getting more difficult for income investors to find quality stocks that provide robust dividend yields. One way to supplement income is to use a covered calls options strategy. Read On…

Why You Need an Investment System - Part 2

by Alexander Green

In my last column - and at The Oxford Club's Private Wealth Seminar in Quebec City this week - I made the case that every investor should run his money using a proven investment system. If you don't, you're just flying by the seat of your pants. And that isn't likely to deliver market-beating results. A complete investment system should cover these six foundations: Read On…

Why You Need an Investment System

by Alexander Green

At The Oxford Club's Private Wealth Seminar at The Fairmont Le Chateau Frontenac in Quebec this week, I suggested that what every investor should really seek first and foremost is an all-encompassing investment system, one that will generate above-average returns in the good times and protect their hard-earned capital when things go off the rails, as they inevitably do from time to time. Why is this so important? Let me go back to the beginning... Read On…

Are Treasurys About to Spike?

by Christopher Rowe

It pays to stay diversified among many asset classes, including bonds. Today, I'm seeing signs of U.S. Treasurys strengthening relative to corporate bonds (and probably in absolute terms as well). We can find out which one is likely to outperform the other by looking at a relative strength chart of two ETFs. Read On…

Must Read Microsoft’s Painful (but Profitable) Restructuring

by Tom Sandford

Sadly, investors aren’t the only victims of Wall Street. On July 17, Microsoft Corp. (Nasdaq: MSFT) CEO Satya Nadella announced 18,000 layoffs in a bid to make the company more competitive. Even with the news of deep job cuts, Microsoft’s shares jumped. In fact, shares are up 19% year to date. But why? Aren’t layoffs a bad omen? Read On…

Double-Digit Income and Growth? No Problem

by David Fessler

Recently I went looking for the best candidates for both growth and income in the energy industry for 2014. I used the proprietary stock screener I developed for my research service Peak Energy Strategist. I call the screener the Peak Energy Indicator, or PEI. I used the PEI to scour the 114 energy master limited partnerships (MLP) available to investors. It identified just three. Read On…

Microsoft’s Painful (but Profitable) Restructuring

by Tom Sandford

Sadly, investors aren’t the only victims of Wall Street. On July 17, Microsoft Corp. (Nasdaq: MSFT) CEO Satya Nadella announced 18,000 layoffs in a bid to make the company more competitive. Even with the news of deep job cuts, Microsoft’s shares jumped. In fact, shares are up 19% year to date. But why? Aren’t layoffs a bad omen? Read On…

Demand Is Still in Control

by Christopher Rowe

Today’s chart is the granddaddy of all technical stock market indicators: the New York Stock Exchange Bullish Percent Index (NYSE BPI). A BPI tracks the percentage of stocks that are on point-and-figure “Buy” signals. Read On…

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