Sunday, January 19, 2025
Most investors make the mistake of trying to buy the bottom. Wall Street even has a catchy saying to describe this kind of investing, “trying to catch a falling knife”. The preferred strategy used by most professionals is to find a stock moving higher, buy it, and well it even higher. When you think about it, this […]
With positive noise around a possible resolution of the automobile workers (UAW) strike, it isn’t a bad time to start looking at auto related names. I’m not as excited about the automakers themselves, as they are going to have higher costs related to labor moving forward. But, auto suppliers who were beaten down both in […]
In the current climate where geopolitics, interest rate fears, and a general sense of unease continue to roil markets, it often pays to diversify not only across industries, but geographically as well. Sasol (SSL – Get Rating) is a South African based chemicals and energy company that trades as an ADR (American Depository Receipt) on the NYSE, and is […]
What do consumers do when they want the latest fashion, but inflation has priced it out of range? Answer, buy “used”, but authenticated, jewelry and watches from a company like Envela (ELA – Get Rating). Envela is in the “re-commerce” business operating in two segments. The first is consumer focused, and involves selling preowned luxury goods and metals. […]
Very few brands have the distinction of having their corporate name become “genericized” so that the brand is synonymous with the activity. Google (GOOGL – Get Rating) is perhaps the most well known today, with the phrase “Google It” meaning any internet search. Unless you’re of a certain age, you may not know the term “Make a Xerox”. And […]
In the previous parts of our “Why Diamonds?” series, we explained that as an uncorrelated and under-allocated asset, diamonds can play an important role in investor portfolios. In this final installment, we describe how the unique characteristics of diamonds combined with the emergence of blockchain and cryptocurrencies has created an unprecedented moment for creating superior […]
If you’re a gaming fan, you know the new Call of Duty (COD) beta is dropping this week, with the full release set for November 10th. And even if you’re not a COD fan, if you’ve played any video games recently, you probably know there is nothing more important to a gamer than their controller. […]
While this is my income pick of the week, and GeoPark Limited (GPRK – Get Rating) pays a nice dividend, yielding over 5%, it’s extremely important when looking at income stocks to be as diligent as possible to ensure the dividend is safe. GeoPark is an income stock in value clothing. GeoPark is a South American based oil exploration […]
Despite economic fears in the U.S., business continues to hum along. And at the heart of many businesses, both large and small, is the payment processor and business operations service provider, which is where Deluxe Corporation (DLX – Get Rating) comes in. Deluxe delivers a broad range of business services, from payment processing (they processed over $2.8 trillion in […]
As we settle into October it’s the time of year to sit outside in the crisp fall air, hang out with friends, and maybe even throw a few logs on the outdoor fire stove. And that’s where this week’s stock comes into our idyllic picture, Solo Brands (DTC – Get Rating). While most of you are likely familiar […]
