Stocks Trading at 75% or Lower to Fair Value
Are we at the start or the end of the current business cycle? Looking at valuations alone, I think you would have to conclude we are […]
Debt as a strategy
The following article highlights how US Companies have been using larger and larger debt sales to goose their bottom lines: Bloomberg – Supersized Corporate Bond […]
Watchlist Update – Stocks to Own Screen
If stocks keep melting up, I might suspend picking stocks for a while. Shiller PE is fast approaching 27 again – very expensive equity market. […]
5 Star Stocks
Taking the day off with my wife. Before I go, here are my 5 Star stock picks for the week: Ticker Price Fair Value Margin […]
Market Trend: House Flipping
Apparently house flipping is a thing again: Business Insider – Americans are flipping homes like they haven’t done since before the housing crash Money – House Flipping […]
Stocks Trading at 75% or Lower to Fair Value
Walt Disney popped up on this screen today – must say I was surprised. This is a company I have always wanted to own – […]
Is your Bank Safe?
I had to read this article – like 5 times! I still think I might be reading it wrong: Business Insider – Goldman Sachs plans to […]
Watchlist Update – Stocks to Own Screen
I have a watchlist again! The sell off on Friday did little to revert this market to any recognizable mean – but at least stocks […]
Blessed to be living in the USA
No stock picks today. Market is down hard – hopefully this will knock some value out next week – so we can start trading again. […]
Market Trend: The Ghost Fleet
Strangest thing I read today – Hanjin Shipping, the largest cargo shipping firm in South Korea, has filed for bankruptcy protection, and the move has stranded […]