Value Investing
I’ve always had a soft spot for asset manager stocks, especially mutual fund managers. As an... Read More
I’ve always had a soft spot for asset manager stocks, especially mutual fund managers. As an advisor/portfolio manager, I’ve been dealing with them on a daily basis for over two decades.... Read More
As technology progresses, sometimes it amazes me at how fast things become obsolete. I have two... Read More
As technology progresses, sometimes it amazes me at how fast things become obsolete. I have two teenage sons. When they were pre-teens, Microsoft’s (Nasdaq: MSFT) Xbox game console was all the... Read More
It’s been a good couple of weeks for stock market bulls, at least if you follow economic... Read More
It’s been a good couple of weeks for stock market bulls, at least if you follow economic indicators. First, we saw a marked uptick in consumer spending. Next, July business spending remained in... Read More
It seems like it should be a fairly straightforward concept. You invest your money in a company for... Read More
It seems like it should be a fairly straightforward concept. You invest your money in a company for a share of future earnings. Most of the companies in which I invest have been around for longer... Read More
Times are good for America’s retailers. Retail sales hit a new record of $457 billion in June... Read More
Times are good for America’s retailers. Retail sales hit a new record of $457 billion in June and are up 2.7% for the past 12 months, up from 2.2% year over year in May. The National Retail... Read More
The Brexit selloff has turned to gains for the major indices, but a few sectors are still trading... Read More
The Brexit selloff has turned to gains for the major indices, but a few sectors are still trading lower and with an air of uncertainty around unknown risks. In response to the uncertainty about the... Read More