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Category Archives for Stocks

The Best Dividend Stocks You Can Buy Today

IntroductionAs I explained in my portfolio update 63, I’m now focused on paying down margin and thus won’t be making changes to my real money portfolio for the foreseeable future. In fact, I’ve now realized the wisdom of Buffett’s warning against using margin.My partner Charlie says there is only three ways a smart person can go […]

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How I Went Wrong On Facebook, My Top Pick For 2019

Facebook (FB), in a seemingly rare stint of tape action, jumped double digits after reporting a strong earnings report. I’ve been long the name from even higher levels and have added to my position materially during the storm of 2018. Shares still have more room to run and as a result FB is my highest […]

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Ventas: Downgrading To A Sell

Ventas Inc. (VTR) reported Q4 2018 results. We examine them below and explain why we are now less optimistic on its future prospects.2018, A Year Better ForgottenFor its extremely well-hyped portfolio and management, VTR’s annual results were far from riveting. The portfolio produced a 1.2% same store growth.The Senior Housing Operating Portfolio, or SHOP as […]

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How I Plan To Profit From The Coming Recession And Bear Market

SummaryDecember’s market crash was largely due to fears of a looming economic recession.While those fears have now abated somewhat, thanks to a more dovish Fed, investors are still worried about how to plan for the next economic downturn and bear market.So here’s my personal asset allocation/investing strategy for not just surviving the next recession/bear market […]

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Boeing: Time To Ring The Register On This Great Company

Analysis Context and DisclosureSemi-annually I cycle through the stocks in my investing universe and update my intrinsic valuation each company. It is now time for the Boeing Company (BA) to be updated.I have been a Boeing shareholder since July 2013. Needless to say the investment has been fantastic with the only regret being that I […]

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AMD: Good News And Bad

Shares of chipmaker Advanced Micro Devices (AMD) have had a decent rally since the company reported Q4 results last week. While the report wasn’t a home run by any stretch of the imagination, it wasn’t the disaster we’ve seen with a number of others in the space. Unfortunately, the rally took a small pause on […]

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If This Isn’t Stock Manipulation, I Don’t Know What Is

There is a growing chorus surrounding the topic of stock buybacks and whether they should be banned. Most recently, Chuck Schumer and Bernie Sanders wrote a piece for the New York Times arguing that buybacks are nothing more than corporate self-indulgence that leads to long-term harm to both companies and the economy. This may be true […]

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3 Deep Value Dividend Stocks With Strong Market-Beating Potential

My new Deep Value Dividend Growth Portfolio or DVDGP (beating the market by 10% so far) is all about investing in quality dividend payers, at good to great prices, opportunistically when the market becomes extremely bearish on quality income producing assets.While the portfolio’s strategy is inherently contrarian, we tend to stick to blue-chip low-risk stocks […]

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GE: Undervalued By About $68 Billion

SummaryGE’s had a rough couple of years, declining by a staggering 78% from its peak in early 2017 to its bottom last December.However, the company’s incoming CEO and the company’s recent earnings report suggest the worst is likely behind GE.The company seems intent on sticking to its plan, strengthening its balance sheet, and improving core […]

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Why Apple Is Done With iPhones – Earnings Stock Review

SummaryApple earnings with Ben Thompson from stratechery.com.Why the company is done with iPhones.How has the market reacted to the earnings report?In this video we go over the latest Apple (NASDAQ:AAPL) earnings report and why the company is done with iPhones.Read the Original post here.

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