Thursday, April 3, 2025
It’s a puzzle that’s haunted Wall Street for a few years now: what the heck happened to value investing? Value investing was the strategy that long occupied the minds of Wall Street’s best stock-pickers. From Warren Buffett to Ben Graham to Peter Lynch, the focus was always on value investing. All prudent investors needed to […]
If you want to own the “stay-at-home” stocks, but don’t want to own individual names, one way to get exposure to digital vs. in-person companies, is to own the Invesco QQQ Equity Index (QQQ). The QQQ mirrors the Nasdaq 100 Index, and is made up of the 100 largest non-financial stocks trading on the Nasdaq. […]
The recent stock market crash that hit investors of index funds like SPY, opened up a new, attractive asset class for income-focused investors. Dividend cuts and suspensions have hit more than 25% of stocks in the typical high-yield sectors such as REITs, business development companies, and energy infrastructure stocks and a high number of stocks […]
Did you notice, as much of the economy was forced to shut down and people were told to stay home, how long the drive-through lines became at fast-food restaurants? Americans already loved drive-throughs before the pandemic, and then social distancing rules made the drive-through a necessity of life. Pre-pandemic, I was always amused by the […]
Boeing (BA) recently announced it would be putting its 737 Max production line back in business. The line has been closed since January of this year, and BA has not delivered a 737 Max since March 2019. While the plane has still not been approved for service by the FAA, BA anticipates a favorable ruling, […]
The outbreak of the coronavirus pandemic and spread of COVID-19 infections pushed federal and state leaders to the unprecedented actions of shutting down a wide swath of the economy and telling citizens to stay at home to avoid being exposed to, or spreading, the virus. A primary victim of the shutdown was the dine-in restaurant […]
Times are chaotic! Historically, when chaos reigns and emotions are turbocharged, there are winners and losers. Despite the stress, winners manage to see things clearly and keep their wits about them. Recently we interviewed John Williams at Shadowstats. He said government unemployment and inflation numbers are bogus. He also tells us: – Worst U.S. Economic Activity Ever Reported […]
Retail stores and sit-down restaurants were two types of business decimated by the coronavirus pandemic. Now in most of the country, these business types are in the early days of reopening. The big question is how fast consumers will return to in-store shopping and dining out. Investors want to know which companies will see business […]
The stock market crash that began at the end of February and lasted through the end of March was especially brutal for high-yield investments. There is some logic to the deep sell-off of higher yield dividend stocks. These companies pay out most of their free cash flow as dividends, and the economic shutdown puts those […]
In its latest earnings report, Nike (NKE) reported a 36% increase in digital sales. In a press release accompanying the earnings release, President and CEO John Donahoe said, “We know it’s in times like these that strong brands get even stronger.” I tend to agree with Mr. Donahoe. I’ve written about several new names that […]
