There’s a battle raging for the nation’s soul, with half our citizens staunchly defending a basic level of government support for a range of social and public services, while the other half sees government spending as mostly wasteful. Yet both sides agree that our nation’s infrastructure performs a vital role… Read More
Value Investing
Some of my biggest gains have come from tracing powerful growth trends back to the source. If lemonade sales are booming, then I want to know who’s supplying the lemons. The smartphone revolution, for instance, has been very good to Apple (Nasdaq: AAPL). And analysts are forecasting a 27% increase… Read More
Stock picking is an art and a science. The art of stock picking relies on the skill to choose the right stock at the right time. It’s possible to do this in a more consistent manner through the technical analysis of a stock… Read More
In late November, I dissected the current and projected valuations for all the major sectors, further breaking them down by market cap. The purpose of the exercise was to pinpoint which slivers of the market were the best-positioned to make big… Read More
They say timing is everything, particularly when it comes to stock investment. I don’t disagree. That’s why I recommended caution with most of the major super-discount retail stocks back in April — it just wasn’t the right time to take on a… Read More
One of the key goals in tech investing is to focus on dominant companies that sport attractive valuations. There’s even an acronym for it: GARP (growth at a reasonable price). Yet how you define this approach can get tricky. Should you focus on stocks that… Read More
The market has taken on a sickly tone in recent weeks, but it’s important to remember that the S&P 500 and the Dow Jones Industrial Average are still within 10% of their multi-year highs. Yet a number of stocks have entered into… Read More
Profiting from insider moves can be quite tricky. This is because insider transactions tend to affect the stock price quickly — first from insider buying and then from follow-on purchases of investors as they try to ride along with these insiders. It’s rarely wise to hop on board if the… Read More
In the buildup to Hurricane Sandy, I was wondering if there could be significant impacts on shipping. In my research, I was surprised to learn that ports in the Great Lakes can also launch ships bound for Europe. There are even a few instances where ports in the Great Lakes… Read More
When most people think of hedge-fund managers, the first thing that comes to mind are brash, Gordon Gecko types with big mouths and even bigger egos.#-ad_banner-# While this is the picture painted by the media, the reality is far different. In fact, one of the world’s top-performing hedge-fund managers could… Read More