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Stock Options to Generate Income
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...
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I’ll be writing about this in more detail in a few weeks, but new information has been released about the negotiations between Puerto Rico and its creditors.  While no deal has been agreed to as was expected, Puerto Rico has been raising the prices at which it is willing to settle the debts for.  The...
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It has been over 10 months since the S&P 500 has seen a new high and many market pundits are of the belief that the bull market starting in 2009 is now over.  It is my belief that stocks overall are priced within the realm of reason, and are neither extremely expensive or extremely cheap. ...
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While the first 2 months of 2016 were quite terrible, markets are clearly starting to loosen up. This is very good news for the big banks’ that rely on companies issuing equity and debt as part of their investment banking operations. There is no doubt that first quarter earnings will be bad compared to robust...
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Warren Buffett was interviewed today on CNBC and as always, he provided a great deal of insight into investing.  What is so great about Buffett and value investing in general is the consistency of the method used to make money investing.  It is about buying fractional shares of a business at material discounts to the...
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Read the latest research report from our Chief Investment Officer Tim Travis on Fiesta Restaurant Group, Inc. (FRGI)   Fiesta’s Spinoff Strategy Will Lead to Accelerated Growth
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I’ll be writing a fully comprehensive research report within the next week to update you on AGO, but their earnings yesterday were spectacular once again.  Book value per share grew to $43.96 from $36.37 a year ago.  Operating book value per share grew to $43.11 from $37.48 a year ago.  Adjusted book value grew to...
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The recent price action of the banking sector makes no sense whatsoever as I’ve been detailing.  Over the short-term, the stock market can be extremely inefficient particularly in a panicked situation such as that which exists today.  All of the facts indicate that the price of the common stock should be no lower than $60...
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In a panicked market, good news is ignored and all of the focus tends to be on the bad.  On Tuesday, J.P. Morgan held its investor day meeting.  In the meeting, the company announced that it was going to add another $500MM to energy-related loan-loss reserves.  This followed a $67MM provision in Q4, which at...
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The problem with the world of finance is that you can always count on salesmen preying on investor fear to pitch a product.  We saw it in 2009, we saw it in 2011, and we are seeing it again now.  While volatility is to be expected when one is investing in stocks, just like turbulence...
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