While the partisan battle for the US Senate this November makes headlines, the real action for investors is in the gubernatorial elections.
Winning governors will appoint state regulators, who set policy for everything from mega-mergers and customer rates to carbon dioxide emissions. Much will depend on what happens in the six states where incumbents look vulnerable: Connecticut, Georgia, Hawaii, Illinois, Kansas and South Carolina.
Picking the best opportunities to bet against short sellers helped us to book a 52 percent gain in Windstream Holdings
(NSDQ: WIN) and a 58.2 percent profit on Enel
(Milan: ENEL, OTC: ENLAY). We expect our latest addition to the Aggressive Income Portfolio
to also confound short sellers and reward us with solid returns.