Spot the Common Element – and You’re on Your Way to Investment Success!

Mike Larson

A diversified industrial giant with employees, operations, and sales in every corner of the globe.

A high-yielding lumber and wood fiber play benefitting from strong construction and materials markets.

A cutting-edge software and consulting firm that helps drug companies perform complicated R&D work at a lower cost, and with better results.

Another high-tech firm whose tracking systems help insurers and fleet managers recover stolen vehicles, cut costs, and increase driver productivity.

Those are the investments I either just recommended in one of my services, or am about to do so. Can you spot the common element? If not, let me help you: They all benefit from strong economic growth and healthy corporate investment! And if you invest with companies that prosper in that environment, you’ll be well on your way to investment success, too.

Take pick #1. It has 203 plants spread across 70 countries. Right now, global GDP is growing at a seasonally adjusted annual rate of around 4%. That’s the fastest since 2011 – and it puts this company squarely in the catbird seat.

Or how about pick #2? Have you looked at a chart of lumber futures recently? They’ve surged in the past several months, and just hit the highest level since August 2004.

Sure, that was right around the peak of the housing bubble. But this time we’re seeing healthy home sales and construction activity without the same kind of ridiculously stupid lending and out-of-control real estate speculation we had back then. Meanwhile, this company just said the price of wood fibers used in all kinds of products is surging – up 11% in the U.S. and 18% in Europe.

Then you have picks #3 and #4. These companies operate in select high-tech niches, they’re reporting exceptional revenue and earnings growth, and they’re poised to benefit from an improvement in business spending. A key data point that tracks corporate investment, non-defense capital goods orders ex-aircraft, jumped 0.9% in August after rising by an upwardly revised 1.1% in July.

Here’s the bottom line: There have been times when I’ve been extremely conservative, and focused on ultra-defensive investments. Then there are times like now when I’ve gone the other way.

You also know that my colleagues Martin D. Weiss and Sean Brodrick are very much in tune with my thinking, and that they just hosted an emergency conference to help you turn these market developments into phenomenal profit opportunities. If you missed that online event for whatever reason, you can still view it by clicking here.

In fact, they just made it so viewers like you could easily ask anything you want about their views, conclusions, and overall investment approach. To do so, just hop over to their blog at this link and fire away! But by all means don’t just sit idle and let these opportunities slip away. Investment success is there to be had given the way this market is moving.

Until next time,

Mike

 


Mike Larson, Senior Analyst

ETF Spotlight Edition, by Mike Larson, Senior Analyst

Mike Larson is a Senior Analyst for Weiss Ratings. A graduate of Boston University, Mike Larson formerly worked at Bankrate.com and Bloomberg News, and is regularly featured on CNBC, CNN, Fox Business News and Bloomberg Television as well as many national radio programs. Due to the astonishing accuracy of his forecasts and warnings, Mike Larson is often quoted by the Washington Post, Chicago Tribune, As-sociated Press, Reuters, CNNMoney and many others.

About the Income & Dividend Analyst

In an era of high-risk exuberance, Mike Larson stands out as a leader in conservative investment strategies that outperform the market overall. Using the safety-oriented Weiss Ratings as a guide, he has a proven history of guiding investors to stocks and ETFs that provide asset protection, consistent dividends and excellent growth.

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