I've said it before, and I'll say it again... When you see an opportunity to scoop up a great company at a great price, you take it. Read More

I've said it before, and I'll say it again... When you see an opportunity to scoop up a great company at a great price, you take it. Read More

We're not buying the airline industry. We're investing in the best of the breed. Here's a little background to understand why... Read More

We're not buying the airline industry. We're investing in the best of the breed. Here's a little background to understand why... Read More

A recent investment survey unveiled some alarming statistics… The 2017 Global Investor Study by asset management firm Schroders found that there is a major conflict between investors’ behavior and their expected returns. What do I mean by that? Well, according to the survey, it seems that there’s a good amount of people who expect double-digit returns… while sitting in cash. (You can read the full report here.) More specifically, Millennial investors — those born in the 1980s and 1990s — expect average annual returns of 11.7% over the next five years. But before you mock that… Read More

A recent investment survey unveiled some alarming statistics… The 2017 Global Investor Study by asset management firm Schroders found that there is a major conflict between investors’ behavior and their expected returns. What do I mean by that? Well, according to the survey, it seems that there’s a good amount of people who expect double-digit returns… while sitting in cash. (You can read the full report here.) More specifically, Millennial investors — those born in the 1980s and 1990s — expect average annual returns of 11.7% over the next five years. But before you mock that lofty expectation, consider that Generation X investors (born in the 1960s to 1980) expect 9.9% annual returns, while Baby Boomers (early to mid-1940s to early 1960s) expect an average return of 8.7% per year. Institutional investors, meanwhile, expect annual returns of just over 5%. Now, it’s true that the S&P 500’s annualized returns over the last 90 years is about 9.6% with dividends reinvested. But on an inflation-adjusted basis, the annualized returns of the S&P 500 diminish to 6.4%. All Of The Returns, None Of The Risk But here’s the kicker… despite the Millennial generation’s expectations for double-digit annual… Read More

As the stock market continues moving higher, there are a few points we need to consider. Let’s look at news, earnings, and how bear markets have started in the past. Read More

As the stock market continues moving higher, there are a few points we need to consider. Let’s look at news, earnings, and how bear markets have started in the past. Read More

Just look at the yields (and massive gains) we were able to secure while these excellent companies were sold off during the Covid-19 panic. Read More

Just look at the yields (and massive gains) we were able to secure while these excellent companies were sold off during the Covid-19 panic. Read More

Even though this is a crazy time in the market, there are still some things that are true - like the factors that affect options prices. As long as we remember that and stick to a proven system, we should be able to come out ahead more often than not. Read More

Even though this is a crazy time in the market, there are still some things that are true - like the factors that affect options prices. As long as we remember that and stick to a proven system, we should be able to come out ahead more often than not. Read More

If you're not doing this, you could easily be putting our happiness, retirement, and other things in jeopardy... Read More

If you're not doing this, you could easily be putting our happiness, retirement, and other things in jeopardy... Read More

While the major averages have begun to recover, at least 5,000 U.S.-listed stocks remain 50% or more below their recent highs. Here's why that matters... Read More

While the major averages have begun to recover, at least 5,000 U.S.-listed stocks remain 50% or more below their recent highs. Here's why that matters... Read More

There are an increasing number of "buy" signals in the stock market, including my recent "bonus dividend" recommendation... Read More

There are an increasing number of "buy" signals in the stock market, including my recent "bonus dividend" recommendation... Read More