Investing Strategies

A ‘Rogue Wave’ of Vaccine-Related Optimism Up-Ends Prior Winners and Creates New Ones

Nov 11, 2020

When Pfizer, in conjunction with BioNTech, announced more than 90% effective vaccine results on Nov. 9, the entire investing world got reordered. Suddenly, there was a wholly different reconfiguration of what the world could look like in a years’ time. It doesn’t happen often, but the market does this every once in a while. An unanticipated event, or an unexpected…

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A Bargain Name Becomes a Bargain Idea

Apr 19, 2021

There’s no shortage of noise flying around the markets today. But for me, there’s nothing more dangerous than noise. What I want and need is a very clear signal. That’s exactly what came across my desk last Thursday with this “bargain idea.”

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A Big Reason to be Wary of Big Tech

Feb 19, 2021

“The only reason to be bearish… is there is no reason to be bearish.” That is the view of Michael Hartnett, Bank of America’s Chief Investment Strategist, as recently expressed in a note to clients. In our view, there are reasons to be bearish. It just depends which assets one is looking at, and the nature of the bear case…

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A Little Bank You’ve Never Heard Of Just Moved into Our Green Zone

Apr 07, 2021

Editor’s Note: Yesterday we promised to include an entertainment stock pick that we expect to do well in the larger U.S. reopening. However, that recommendation is not quite ready. We will bring it to you soon, and we apologize for the delay. Want real trading ideas that you can’t find anywhere else? Try this tiny bank that just moved into…

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A Rock-Solid Trade, Brought to You by the Letter ‘F’

Jul 02, 2021

Yesterday, I walked you through the most important letter in finance: F. The letter F starts the term “Five Spot,” slang for a $5 bill. It also starts the word “Franklins,” slang for $100 bills. But yesterday’s article covered the F-score, a mathematical calculation that tells you how strong a company’s balance sheet is based on nine calculations. Today, I…

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A Surprising Reason (Among Others) Why Bitcoin is Outperforming Gold

Oct 30, 2020

If you own gold, you are likely satisfied with the yellow metal’s annual performance thus far. As of Oct. 29, the gold price was up more than 25% year-to-date, as determined by Comex gold futures. GLD, the popular gold ETF, was up a tad less at just under 23%. Bitcoin, however, has blown past gold like it was standing still….

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A Warning From Warren Buffett: We’re a Long Way From 1981

Mar 02, 2021

The Berkshire Hathaway annual letter — penned, as always, by CEO Warren Buffett, now 90 years old — came out this past weekend. If you haven’t read it yet, you can do so here. Reading the Berkshire letter, and hunting for easter eggs of Buffett bon mots and insights, has become a kind of annual tradition for much of the…

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Alternative Investment Series: There’s Money in the Midstream

Sep 24, 2021

REITs aren’t the only option for investors like us. Today, I want to talk about another popular alternative investment that can deliver outstanding returns.

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A Simple Rule for Business and Investing from Jeff Bezos

Oct 14, 2021

Bezos’ greatest successes start with a simple business philosophy: Focus on the things that don’t change. Today, I want to explain this ethos and why it applies to you as an investor.

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Another Way to Beat Inflation and Generate Gobs of Income

Jun 10, 2021

This morning, the Consumer Price Index (CPI) showed the largest monthly jump for May since 2008. Any cash sitting in a savings account is losing purchasing power. Today, we’ll talk about an investment class that has outperformed the S&P 500 over the last 25 years, according to research company Nareit.

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