Stock Picks

Amazingly – this screen produced a candidate – L Brands Inc., even after the huge rally yesterday: Ticker Price Fair Value Margin of Safety Yield […]

Biotech is the only place I am finding compelling values in this market – already have the trade in for GILD, but AMGN merits further […]

As I have discussed in previous posts – my normal stock screens have been coming up mostly empty of late.  A Shiller PE over 26 […]

Great reads from two of my favorite blogs regarding Mutual Funds that actually hold cash during periods of high valuations: Jason Zweig – Cash is […]

Why would anyone be buying bonds at these low and/or negative rates? Bloomberg – It’s Dangerous Out There in the Bond Market Having a cash cushion […]

To be successful in investing, you need to do the following: You need to see stocks as businesses. You have to take advantage of the […]

Hard to be patient in a market like this – but to be successful, you need to be good at patiently waiting for opportunities to […]

With the Doha oil summit a bust – we might get a second bite on the Energy Select Sector SPDR ETF (XLE)  apple: Bloomberg – Grand Oil […]

Again, only one stock found with this screen – and it is a loser in my opinion: Ticker Price Fair Value Margin of Safety Yield […]

The Market continues to rally – but I am not sure why?  Earnings are down, valuations are at extreme highs, and we are heading into […]