As of late December, earnings growth for 2018 was expected at 20.3%, the highest since 2010 and the... Read More
As of late December, earnings growth for 2018 was expected at 20.3%, the highest since 2010 and the highest revenue growth (expected 8.9%) since 2011. Profit margins surged last year with the S&P... Read More
Over at my premium newsletter, Game-Changing Stocks, we often concentrate mostly on younger... Read More
Over at my premium newsletter, Game-Changing Stocks, we often concentrate mostly on younger companies — those whose profit-making days are just beginning. But as investors, we cannot ignore... Read More
Successful investing requires discipline, focus, and a healthy skepticism of quarterly and annual... Read More
Successful investing requires discipline, focus, and a healthy skepticism of quarterly and annual reports. But it’s this last idea that counts the most. For if investors fail in their duty to... Read More
A robust bullish argument can be made for the stock market going into the first half of 2019. ... Read More
A robust bullish argument can be made for the stock market going into the first half of 2019. Not only are there multiple fundamental and technical reasons, but the recent sell-off has resulted... Read More
Last month, I ran a stock screen to see which companies seemed attractive to insiders in the month... Read More
Last month, I ran a stock screen to see which companies seemed attractive to insiders in the month of September, with the market trading near its all-time highs. One stock from that screen has... Read More
Remember the elation when the Dow Jones Industrial Average first hit 20,000? It happened in January... Read More
Remember the elation when the Dow Jones Industrial Average first hit 20,000? It happened in January 2017, not that long ago really. Since then, the venerable benchmark blew through 21,000, 22,000,... Read More
Most investors instinctively know that value stocks are generally less expensive relative to... Read More
Most investors instinctively know that value stocks are generally less expensive relative to earnings and book value. They are typically mature, well-established businesses that can afford to... Read More
The bigger they are, the harder they fall. In the August update issue of High-Yield Investing, I... Read More
The bigger they are, the harder they fall. In the August update issue of High-Yield Investing, I pointed out that a narrow group of six tech stocks had accounted for virtually all (98%) of the... Read More
Even as the broader market has rebounded from its October slump, a few sectors remain in correction... Read More
Even as the broader market has rebounded from its October slump, a few sectors remain in correction territory, and value plays have emerged from the summer’s frothy market. Shares of companies in... Read More
It felt as if somebody just flipped a switch. On September 28, the last trading day of the third... Read More
It felt as if somebody just flipped a switch. On September 28, the last trading day of the third quarter, everything was hunky-dory: major indices were trading near records and investment managers... Read More