Author: Tony Daltorio

MORTEN MAERSK inbound Rotterdam. Maersk is the largest container ship operator in the world.

Ride the Waves to Profits

Wall Street analysts would have you believe that the global supply chain problems will be over with soon. Spoiler alert: they will not. We have many months before the supply chain issues abate. The demand for physical goods that began during the pandemic only highlighted the infrastructure shortcomings that could take years to fix. Investors […]

US Government

These 5 Defense Stocks Can Protect You From Market Turmoil

The Russian invasion of Ukraine has awakened other countries in Europe, which now realize they must recalibrate their security strategies and increase defense spending. Even Germany, despite the pacifist strategy it has followed since the end of World War II, said it would sharply increase its spending on defense to more than 2% of its […]

Poznan, Poland - October 28.2020: The Glaxosmithkline headquarters office building in Poznan. LOGO. GaxoSmithKline also called GSK is a British pharmaceutical company.

GSK Turnaround Story

For well over 20 years, shareholders of GlaxoSmithKline PLC (GSK) have been on a long journey to nowhere, with the pharmaceutical company lagging well behind its peers. That’s why activist investor Elliott Management has been pushing the company to come up with a plan to correct years of stock price underperformance and operational drift. The […]

Oil refinery plant at twilight

Profiting From Rising Fuel Prices

Most of you are surely aware of the headlines blaring that retail gasoline prices in the United States rose again and hit another all-time record, surpassing one set in March. On May 10, the average cost of a retail gallon of gasoline hit $4.374, according to the American Automobile Association, surpassing the former record of […]

Offshore wind energy

Europe’s Almost Unknown Gas Play

Some of the best investments come from digging a little deeper beyond the headlines. For example, we have all heard by now about Europe’s woes regarding natural gas and its dependency on Russian gas supplies. But do you know what company is the second-biggest provider of natural gas to Europe, behind only Russia’s Gazprom? It […]

Gas tanker LNG - carrier ship designed for transporting natural gas

Floating Your Way to Easy Profits in Europe

On May 4, the European Union proposed a phased-in ban on imports of all Russian oil. The ban will cover all Russian oil, seaborne and pipeline, crude and refined. The goal is to phase out Russian oil supplies in an “orderly fashion” within six months and refined products by the end of the year. The […]

POZNAN, POL - FEB 04, 2020: Flat-screen TV set displaying logo of Sony, a Japanese multinational conglomerate corporation headquartered in Konan, Minato, Tokyo

Sony’s Epic Hopes

In early March, I told you how Sony (SONY) has had one ambition for literally decades: to become the world’s most fully integrated entertainment company. Over the years, Sony has put together an outstanding array of assets: world-class music catalogs (Sony Music), Hollywood film and television studios, plus PlayStation, the leading video game hardware. But […]

The Only Tech Sector to Invest in and One Stock to Own in It

The Only Tech Sector to Invest in and One Stock to Own in It

The Russian invasion of Ukraine has brought to the fore the importance of many sectors, especially in the commodities space. But it has also reinforced the importance of one tech sector in particular: cybersecurity. In early April, news broke that Russian hackers had launched a cyberattack on the Ukrainian power grid, along with parallel attempts […]

This Semiconductor Stock is a Buy as Equipment Delays Lengthen

This Semiconductor Stock is a Buy as Equipment Delays Lengthen

Despite the view from Wall Street analysts and their rose-colored glasses, the woes of the semiconductor industry continue. Last month, a warning came from Peter Wennick, CEO of ASML Holding (ASML), a manufacturer of chip-making equipment. In an interview with the Financial Times, Wennick said: “Next year and the year after, there will be shortages. […]

Russia Sanctions Mean Hidden Opportunities for Metals

Russia Sanctions Mean Hidden Opportunities for Metals

Russia’s invasion of Ukraine and the resultant sanctions against Russia are creating many profitable opportunities for investors. However, many of these opportunities have been passing by unnoticed because they occur in a sector that Wall Street routinely ignores: commodities. A major piece of news on March 21 has led to one of these under-the-radar opportunities: […]