Last month in TCI we highlighted stocks whose domestic focus shields them from ongoing trade tensions. Because of space limitations we couldn’t cover them all. Last week we covered US Ecology (NSDQ: ECOL), this week we continue with retailer Burlington Stores (NYSE: BURL). Burlington Stores used to be called Burlington… Read More

In the July issue, we mentioned a list of companies that are shielded from the trade tensions. Due to space constraint, we were unable to discuss all of them in the issue. This week we take a look at US Ecology (NSDQ: ECOL), a specialist in the handling of hazardous… Read More

Generally I counsel investors to ignore most news headlines, including those relating to politics. The cold-blooded market cares only about events that directly impact corporate profits. But with a trade war now embroiling the world’s two biggest economies, politics has started to matter a lot. In particular,… Read More

The world continues to depend heavily on growth in U.S. fracking. It could prove a dicey bet. For 2019, U.S. fracking is projected to satisfy about 90% of additional demand for oil, based on relatively conservative estimates of demand. Next year that drops to 70% thanks… Read More

As international trade tensions fester, one way to gain protection is to invest in companies that operate solely within the U.S. Three current Growth Portfolio recommendations fit this bill. Retail store chains Tractor Supply (NSDQ: TSCO) and Dollar Tree (NSDQ: DLTR) both have a leading presence in a large and… Read More

In June, German chipmaker Infineon (OTCMKTS: IFNNY) agreed to buy out Eastern Fireworks Portfolio’s Cypress Semiconductor (NSDQ: CY) for $23.85 per share, the equivalent of approximately $10 billion. Infineon is a major player in power chips, while Cypress has a portfolio of microcontrollers, flash products, and connectivity solutions. Acquiring Cypress… Read More