Tag

Barrons
As the economy reopens, cyclical value stocks are starting to perform a lot better. Remember, that what we experienced was something that has never happened before, with the major economies across the globe shutting down due to a virus.  I’d suggest the lock-down was more like the black swan rather than the pandemic, which are...
Read More
Over the weekend, I was reading Barron’s, and there were numerous articles about obtaining enough income in retirement.  The recommendations vary from buying dividend stocks, annuities, and/or bonds.  All of these strategies offer various challenges and risks.   Buying dividend stocks offers income and the potential for capital appreciation.  The problem is that many of these...
Read More
Historically, it has made reasonable sense for retirees to have a sizable allocation to bonds.  A minimum of 40% was certainly not uncommon.  The logic behind this was that retirees regularly draw from their accounts and are less comfortable with the enhanced volatility that stocks can at times provide.  The supposedly steady income from the...
Read More
I’ve been warning all year about a clear and obvious bubble in consumer staples stocks.  The same can be said for utilities and many areas on the fixed income market.  This bubble has been built on the pervasive market sentiment that as long as the dividend yield is reasonably greater than what can be obtained...
Read More
Hello Everybody, I hope that you all had a nice weekend.  I just wanted to let you know that as our firm grows in size, we continue to leverage that with TD Ameritrade to get your costs lower.  Options are only $1.25 per contract now, which is about a 17% discount from the $1.50 we...
Read More
It has certainly been a wild couple of weeks in the markets.  We saw extreme pessimism emerge in an instant, driving down equity markets around the world in dramatic fashion.  Just as quickly, markets have recovered many of the gains that were lost.  Oil and energy stocks are the primary exception as excess supply and...
Read More
This author hit it on the nail as Sandy Weill is missing the point by wanting to break up the big banks.  The companies that have costed taxpayers the most money are Fannie Mae and Freddie Mac.  The two largest banks that failed were Lehman Brothers and Bear Stearns which were two investment banks without...
Read More
JP Morgan CEO Jamie Dimon showed some serious confidence in his own company by buying 500,000 shares last week for $34.22 each.  That is a real conviction purchase that shows that Dimon is confident his company can survive the “Whale Problem” and the European crisis.  JP Morgan has some of the best earnings power of...
Read More
Despite cities such as Stockton making headline news for refusing to honor its debt obligations, the number of defaulted municipal issuers is actually down by 32% from the first half of 2011.  The total dollar amount of defaulted muni bonds is down to $800 million from $1 billion over the same time period last year....
Read More
Nike today announced that they are planning to divest their Cole Haan and Umbro brands.  I think this is a good move due to the lower operating margins that these brands have, and they also distract Nike from their core business focus which is thriving.  Nike’s competitive advantages continue to grow as they are constantly...
Read More
1 2

Recent Comments

    7242 East Cortez Rd
    Scottsdale, AZ 85260
    Phone: 805-886-8140
    Fax : 949-335-9784