Tuesday Link-Ups: Valuations and Negative Rates
Morningstar has a great interview with one of my favorite investors – Steve Romick, manager of the FPA Crescent Fund, which receives a Gold Morningstar Analyst […]
Watchlist Update – Stocks to Own Screen
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 […]
Alternative Screen: 5 Star Stocks
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 […]
Market Trend – Spring Melt Up
Investopedia: Definition of melt up: A ‘melt up’ is the informal term used to describe markets that experience a rapid rise in valuations due to […]
Alternative Screen: Stocks Trading at 75% or Lower to Fair Value
Hard to be patient in a market like this – but to be successful, you need to be good at patiently waiting for opportunities to […]
Tuesday Link-Ups: Sell in May and go away?
You will always see a lot of articles this time of year – suggesting it is a good idea to lighten up on equities going […]
Watchlist Update – Stocks to Own Screen
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 […]
Alternative Screen: 5 Star Stocks
Again, only one stock found with this screen – and it is a loser in my opinion: Ticker Price Fair Value Margin of Safety Yield […]
Short and Medium Term Market Trends
Markets are “Through the ROOF!” I took some money off the table yesterday – as valuations are getting into the nose bleed seats. Of course I […]
Alternative Screen: Stocks Trading at 75% or Lower to Fair Value
The Market continues to rally – but I am not sure why? Earnings are down, valuations are at extreme highs, and we are heading into […]