When it comes to picking stocks, it’s not just your analysis of a company’s fundamentals that counts. It’s also your analysis of how other analysts and investors are looking at the current market events, a sort of “meta-analysis,” if you will. And I… Read More
Value Investing
Short selling is not for the faint of heart. If you get it wrong, then you could lose a lot of money quite quickly. That’s because a heavy short interest can lead to a short squeeze that adds… Read More
One of my favorite things about self-directed stock investing is finding under the radar, niche methods of locating companies for potential investment. Sometimes these little known stock selection edges can pay off handsomely for investors not afraid to try something new. I am particularly partial to niche-type strategies that have… Read More
Years ago, Wall Street analysts could differentiate stocks they favored against stocks with little appeal. A “buy” rating was all a client needed to know. But during the 1960s and 1970s, clients began to demand more information. They didn’t want to only know what to buy, but how much… Read More
More than one-third of companies in the S&P 500 have released 2012 quarterly results, and a clear set of themes have emerged. Profits have been slightly better than expected, while revenue has been a tad disappointing. More important, the forward view has been fairly dim: A wide range of companies… Read More
Going against the herd is a great way to score big gains in the stock market. And right now, with investors fleeing from shares of one of my favorite companies, a huge opportunity is… Read More
Let’s get right to it… I want to update you on two of my top stock picks this year — picks that I think could rise 50% or even 100% over the next few years, even though each is suffering from some major challenges. I was able… Read More
It’s a $632 billion industry with more than 970,000 locations in the United States. This industry employs 12.9 million workers, making it one of the largest private-sector employers on Earth. Daily sales approach $2 billion with a continually growing active demographic. Yet interestingly enough, this sector is… Read More
Weak stock prices and loads of idle cash spell one result: Buyout activity. In July, a number of rumored deals have either progressed — or even been consummated — and there’s plenty more to come. Here’s a quick recap of some possible deals, and how they’ve played out. GeoEye… Read More
Few pieces of legislation have been as controversial as the Patient Protection and Affordability Act of 2010. Spearheaded by President Obama, the so-called Obamacare health care reform has met with much friction as it works its way into law. Those who oppose the changes assert that it provides… Read More