The report was launched back in early 2006 which as it turned out was just a couple of years prior to the onset of the Global Financial Crisis. The report benefited by having minimal exposure to the financial sector which proved to be the epicentre of the market’s troubles. This is also reflected in the report’s outperformance versus the S&P500 since inception.
Exposures to the financials were subsequently added at much lower levels in the aftermath of the GFC. The analyst team also took the opportunity to add other high quality blue chips at lower levels. This proved the right call with US stock markets roughly tripling following the introduction of quantitative easing by the Federal Reserve.
To this day we continue to scour the market for blue chip, mid cap and smaller stocks that represent real value in an otherwise overpriced market.
As contrarian investors, we examine company fundamentals to find those rare opportunities so often overlooked by other investors. We then use technical analysis to sharpen our timing.
Whilst you will receive recommendations across the industrial sector and also select financial stocks, specific macro themes driving our stock selections include bullish views on the gold, resources, and US housing sectors.
If you are looking for advice to assist you with the creation of a stable, outperforming portfolio, the US Equities report could be for you.
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