From Janus to Utah Medical, they still look underwhelming   Fast Track, as TCI’s most aggressive portfolio, is the only one that takes short positions in stocks. Selling short is a high stakes strategy that can pay off big but that also entails extra risks and… Read More

Three compelling Brazilian stocks offer rapid growth and value   In the current world economic environment, we’re always on the lookout for investments offering the double-sided potential of price gains plus currency appreciation. In fact, if, as we expect, we’re headed for a prolonged period of… Read More

BCA’s Warren Smith: A Slowdown, then More Growth   One of the best-respected economic forecasting organizations in North America is Montrealbased BCA Research, founded in 1949. Its flagship publication is the venerable Bank Credit Analyst, and it also publishes a host of other specialized economic letters… Read More

Your Stocks, Our Views   Periodically as a service to TCI subscribers we are happy to comment on stocks that you call or write us about that are not part of our own portfolios. To ask us about a particular stock, please e-mail us at… Read More

There’s a lot of talk among Wall Streeters these days about a bubble. And they’re right, there is a bubble—just not the one they think.   Most assume the bubble is in housing. But today’s high home prices are simply the consequence of the real bubble,… Read More

Look abroad to stay ahead   THE OUTLOOK: We’re heading for a protracted period of high and rising inflation. HOW TO PROFIT: Buy high-yielding companies located abroad in fast-growing countries whose currencies are undervalued.   The next decade or so will be… Read More

Its new weight-loss drug has vast potential the Street has overlooked   Lately in TCI, including this issue in Fast Track (p.8), we’ve been discussing a newly recognized chronic disease called metabolic syndrome. Metabolic syndrome afflicts nearly 50 million American adults and likely hundreds of millions… Read More

Recent consolidation in the industry is a good sign for our picks   Three big mergers in the utility sector in the past six months have left investors wondering what it all means and what’s next. Income Portfolio’s Exelon began the trend by announcing… Read More

If the risks don’t scare you, it could juice up your returns   Up to now, in our fixed income picks, we’ve focused exclusively on funds holding U.S. debt. But while domestic funds offer the greatest safety, you earn a higher yield by venturing into funds… Read More

The biotech leader has an edge in cancer drugs   Eager to beef up our health care offerings, we looked at what the five top-rated health care funds were up to and were struck by recent decisions by Blackrock Health Sciences fund pointing up… Read More