Latest Insights on XLE
An Update on Third Point Reinsurance
December 6, 2017 Pivotal Point Trader
Third Point Reinsurance (TPRE) was added to the Pivotal Point portfolio in the middle of last month, and has struggled a bit since. No worries. The Bermuda company is the public investment vehicle of Dan Loeb, the billionaire activist hedge fund manager. The business prospects, and share price are nearing an inflection point. Reinsurance might not be […]Why Fidelity National is Setting Up for its Next Leg Higher
November 15, 2017 Pivotal Point Trader
The financial services sector is in the midst of a digital transformation. With 20,000 clients worldwide and 27 billion transactions processed, Fidelity National Information Services (FIS) is in a unique position to capitalize. Its business and share price have reached a pivotal point of inflection, which is why we put them in our Pivotal Point Trader portfolio last week. […]
September 29, 2017 Oil
There's good news for oil companies. The headlines lean bullish for oil lately. And there's money to be made in the energy sector right now.
July 28, 2017 Investment Opportunities
It has been a challenge to profit from the energy sector. But for the first time in over a year, it's finally in the buy zone.
July 27, 2017 Investment Opportunities
Conventional wisdom tells us that cheap oil should make alternative energy sources unattractive. But clean energy stocks are defying conventional wisdom.