Beese Fulmer Wealth Management Commentary
Welcome to the Beese Fulmer Wealth Management Commentary. Researched and written by Beese Fulmer experts, these articles unravel the mysteries and expertly guide investors with information and counsel honed over decades of experience. Visit often for more articles or subscribe to our RSS feed below.
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Ask the Investor: Will Amazon disrupt the auto part suppliers like O’Reilly Automotive (ORLY)?
Sunday, August 6, 2017
In our July, Ask the Investor, we were asked whether Amazon was an attractive investment as they have been disruptive to many industries. Indeed the specialty auto parts companies like O’Reilly Automotive (ORLY), Autozone (AZO), and Advanced Auto Parts (AAP) have significantly underperformed the broad stock market by about 40% over the last twelve months.
Why have they underperformed the S&P 500 so drastically?
Ask the Investor: With the stock market up almost 9% year to date, what should investors expect for the remainder of the year?”
Friday, June 2, 2017
Last December I wrote about the top two questions clients were asking after the Presidential election; one of which was “How will the stock market perform in 2017?
At the time I wrote that, if corporate and individual tax reform occurred, the stock market may rise an additional 10% (2,200 up to 2,400), which is about where the S&P 500 currently trades. Most of the rise would be due to the price-to-earnings multiple expanding in anticipation of lower taxes.
So, where do we go from here?
Ask the Investor: Is United Community Financial well positioned for growth after the acquisition of Premier Bank & Trust (a.k.a. Ohio Legacy)?
Sunday, April 2, 2017
Last September, Ohio Legacy Corporation, the bank holding company for Premier Bank & Trust, was purchased by United Community Financial (UCFC), headquartered in Youngstown, Ohio but with a wide geographic footprint that includes branches and loan production offices in Sandusky, Pittsburgh, and Columbus.
Ask the Investor: Should I Invest in Bitcoin?
Sunday, December 3, 2017
Occasionally throughout history asset bubbles occur. The easiest two to remember would be the housing bubble (2000-2009) and the technology bubble (1990-2000), which both resulted in meteoric rises in investments that were irrational and subsequently collapsed.
Bubbles are not a new phenomenon.
Ask the Investor: “This week the stock market has been a rollercoaster, should investors be worried?”
Sunday, February 11, 2018
The stock market has been a rollercoaster ride with the Dow Jones reflecting several declines of 1,000 points with surges to positive in the same day!
The week of February 5 has been a great example of how uncertainty and emotion can derail your long-term goals.
Ask the Investor: Are restaurant stocks a good investment?
Sunday, February 4, 2018
Often as I have been driving around town, I wonder how all of these restaurants survive! Everywhere you look there are new restaurants in Stark County. However, it does not matter whether the restaurant is new or old because there will be a 6o minute wait.
Ask the Investor: Is Amazon a company I should invest in?
Monday, July 3, 2017
In the dot-com stock market bubble one of my friend’s fathers used to ask me, “What does your father, Denny (Beese Fulmer’s co-founder), think of Lucent Technologies?” In the 1990’s Lucent was a high-flying stock that many retail investors chased, but ultimately were disappointed in when the stock price crashed.
Young People and Capitalism
Wednesday, July 5, 2017
Recently the Wall Street Journal published an interesting article: “Why Do the Young Reject Capitalism?” Young being defined as people aged 18 to 29. Harvard’s Institute of Politics has conducted a survey that indicates more than half of young Americans do not support capitalism. One-third support socialism.
Governments Deep in Debt, the American Consumer…. Not so Much
Wednesday, July 5, 2017
As we go to press, it looks as if the state of Illinois will avoid their bonds being downgraded to non-investment grade or “junk” bonds. Chicago bonds are already in the junk category and Chicago Public School debt is ranked even lower.
Let the Good Times Roll(over) ???
Wednesday, July 5, 2017
The first half of 2017 has been a good one for both stocks and bonds. While the second quarter wasn’t as good as the first for stocks, it was still positive and added to the year-to-date return.
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