Investment Outlook: Second Quarter 2021 Don’t Miss Excellent Writing in CEO Letters to Shareholders
Friday, July 23, 2021
When sifting through annual reports I try to read many of the CEO’s letters to shareholders.
Investment Outlook: Second Quarter 2021 Market Recap
Thursday, July 22, 2021
One of the most common questions I have been getting recently is, “should I be buying right now with the market at an all-time high?” Or, alternatively, “should I sell now and wait for a dip to get back in?” ...
Investment Outlook: Second Quarter 2021 What’s Going on With Commodities and Does it Matter?
Wednesday, July 21, 2021
The term commodity covers a wide range of basic goods and raw materials that are components of other finished goods. As the cost of input materials increases, so too does the finished good.
Ask the Rational Investor: CVS Health is Cheap!
Monday, June 7, 2021
On almost every street corner it seems you can find either a CVS or Walgreens! The convenience of close-to-home pharmacy pick-ups can lead to the purchase of premium-priced milk and other items while you are there.
Ask the Rational Investor: Covid weighs on Aerospace
Monday, May 3, 2021
It seems like every month I end up writing the stock market is at or near an all-time high.
Investment Outlook: First Quarter 2021 Market Recap
Thursday, April 29, 2021
Rotations
It may have gotten a bit too easy. For a while, it felt as if you could throw money at just about anything in the stock market and watch it rise in value.
It may have gotten a bit too easy. For a while, it felt as if you could throw money at just about anything in the stock market and watch it rise in value.
Ask the Rational Investor: Energize with Energy Stocks
Sunday, April 4, 2021
The Energy sector is an almost forgotten sector of the S&P 500, making up slightly less than 3% of the broader stock market. Oil and natural gas companies remain attractive income investments despite a recent rise in share prices.
The NFL Spikes the Ball in the Endzone After Their New Media Contract!
Friday, April 2, 2021
In our last issue, I reviewed how your bill for access to network channels funnels a lot of money to the National Football League.
Investment Outlook: First Quarter 2021 What a Difference a Year Makes
Wednesday, March 31, 2021
It’s been an incredible 12 months; to some, it may have seemed far longer—but the calendar doesn’t lie. This has been a historic year that has seen much suffering and hardship.
Ask the Rational Investor: Are Bonds Safe?
Monday, March 22, 2021
Conventional wisdom is that stocks are risky, and bonds are safe. A share of a company’s stock represents the stock owner’s portion of that individual company.
Investment Outlook: Fourth Quarter 2020 Show Me the Money!
Friday, February 5, 2021
We have long favored the media industry because it generates copious amounts of cash. This cash flow allows a company to pay dividends and buy back stock - two good ways to benefit shareholders.
Investment Outlook: Fourth Quarter 2020 Don't Judge a Stock by its Index
Thursday, February 4, 2021
It is easy to say that the stock market is expensive based on many of the typical valuation methodologies - Price-to-Earnings or P/E being the most widely used measure. Stocks are expensive when compared to historical averages.
Investment Outlook: Fourth Quarter 2020 Market Recap
Tuesday, January 26, 2021
I won’t even attempt to recap all that has occurred over these past twelve months—there will be entire books written on the subject.
Ask the Rational Investor: Speculators Beware!
Sunday, January 3, 2021
2020 produced outsized returns in the stock market, surprising many observers. As the pandemic’s impact on the economy became clear, the Federal Reserve reduced interest rates and announced unprecedented supportive programs for the fixed-income markets.
Ask the Rational Investor: Should You Add Banks to Your Portfolio?
Monday, December 7, 2020
One of the hardest-hit areas of the stock market this year has been the Financial sector, of which, banks have declined the most.
Ask the Rational Investor: Investing During the 2020 Election
Sunday, November 1, 2020
This year has not been easy on long-term investors—with the Coronavirus recession and whipsawing stock market prices—most investors (and portfolio managers) are exhausted! The Presidential election provides yet another highly-uncertain outcome before the end of the year, with important questions...