Riding the Rails
This railcar manufacturer stands to benefit from booming demand for railcars capable of transporting oil, petroleum products, petrochemicals, and the sand and ceramics used in hydraulic fracturing.

Past Issues

Profitable Programming

Jan. 3, 2012

This cable network stands to benefit from improved advertising sales on its strong 2012 lineup of programming and improved affiliate rates as the firm negotiates new deals with cable operators.

Secure Future

Dec. 7, 2011

The cybersecurity outfit generates steady cash flow and offers exposure to several key growth trends, a winning combination in a market where defense is sometimes the best offense.

Rolling the Dice on China

Nov. 2, 2011

Yiannis and Elliott bet on China's robust economic growth and rising household incomes in the region.

Outsourced

Oct. 4, 2011

Weakness in global equity markets offers an opportunity to pick up shares of this global IT services outfit at a substantial discount.

A Bloody Good Stock

Sep. 6, 2011

The latest Cocktail Stock is a speculative bet that offers exposure to rising household incomes in China and represents a play on government-mandated limitations on the number of children in each household. The recent pullback in the broader market offers an ideal entry point.