Since June 8, 2020…When Speculation Bubbled About A Possible AstraZeneca-Gilead Sciences Combination [see vertical line in above chart]…The Following “Deal” Metrics Have...
Keep Reading →
August 29 - Market Movers, Stock Analysis
A long streak of consecutive annual dividend increases is typically an indication of a business with strong competitive advantages, good growth prospects, high returns on invested...
Keep Reading →
August 29 - Stock Analysis
I’m on vacation, but how could I escape the news that California is burning? While PG&E Corporation (NYSE:PCG) has yet to be blamed for these fires, as I sit here in the North...
Keep Reading →
August 29 - Stock Analysis
If there was a “stock of the century” award, Amazon (AMZN) would be the favorite.
Keep Reading →
August 29 - Market Movers, Stock Analysis, Tech
Unity Software released their S-1 filing yesterday morning.
Keep Reading →
August 29 - Stock Analysis, Tech
Businesses that maniacally focus on serving their customers win every time. Don’t believe me? Check out this 1999 clip of Jeff Bezos during a CNBC interview.
Keep Reading →
August 29 - Stock Analysis
Analysts are generally expecting Tesla’s battery day to be a catalyst for its stock, but not everyone is expecting the shares to rise because of the event.
Keep Reading →
August 29 - Stock Analysis, Tech
Lowe’s Companies Inc (NYSE:LOW), together with its subsidiaries, operates as a home improvement retailer in the United States, Canada, and Mexico.
Keep Reading →
August 29 - Dividend Stocks, Stock Analysis
ServiceMaster Global Holdings (NYSE:SERV), a leading provider of essential services to residential and commercial customers in the termite, pest control, cleaning and restoration...
Keep Reading →
August 23 - Stock Analysis
The secret behind Bezos’ financial triumph is simple. The billionaire CEO has made the same $81,840 salary for two decades.
Keep Reading →
August 23 - Market Movers, Stock Analysis
Growing increasingly desperate due to a falling stock price and broken business model, Kodak (KODK) floated the idea of buying TikTok’s U.S.
Keep Reading →
August 23 - Stock Analysis, Tech
Tesla stock (TSLA) is still soaring today even though registrations for its vehicles made in China plunged in July.
Keep Reading →
August 22 - Stock Analysis, Tech
Google (GOOGL) just made a statement. On August 3, Google announced that it’s investing $450 million in home security company ADT Corp (ADT).
Keep Reading →
August 22 - Stock Analysis
When I started these updates on February 26, 2020, about two weeks after the markets went into free fall, my first six posts were titled "Viral Market Meltdowns", reflecting the...
Keep Reading →
August 21 - News, Stock Analysis, Tech
It’s a scenario value investors dream about: a growing company whose shares are selling at a statistically cheap price.
Keep Reading →
August 16 - Stock Analysis
To keep myself sharp and my skills honed, I routinely go to my library of investment books and re-read classics that have had an impact on me. This week I did a complete re...
Keep Reading →
August 16 - Stock Analysis
International Business Machines Corp (NYSE:IBM) was a growth stock, but today the main interest is the dividend yield. Currently, IBM yields over 5%.
Keep Reading →
August 16 - Stock Analysis, Tech
Contrarian Podcast and Breakout Point, today, and Dan David of Wolfpack Research was one of the presenters.
Keep Reading →
August 16 - Stock Analysis
Coho Capital returned 46.6% during the first half of the year compared to a loss of 3.1% in the S&P 500.
Keep Reading →
August 15 - Hedge Funds, News, Stock Analysis
The Federal Reserve has poured unprecedented levels of stimulus into the U.S.
Keep Reading →
August 15 - Hedge Funds, Stock Analysis, Tech
ValueWalk and its partners hosted its latest contrarian virtual conference, organized by ValueWalk, Contrarian Podcast and Breakout Point today, and one of the presenters was ...
Keep Reading →
August 15 - Hedge Funds, News, Stock Analysis
Activist short sellers have ramped up activity this year. During the first half of 2020, dozens of stocks have seen wild price swings.
Keep Reading →
August 9 - Stock Analysis
Identiv (“INVE” or the “Company”) is a global provider of physical security and secure identification consisting of products, software and systems that address the markets...
Keep Reading →
August 9 - Stock Analysis
I love Nikola Corporation (NASDAQ:NKLA) because the stock goes up and not down. This means the stock makes me money and I will become rich one day (I own three shares). ...
Keep Reading →
August 9 - Stock Analysis, Tech
Rocket Companies Inc. (NYSE:RKT), a mortgage company run by billionaire Dan Gilbert and best known for its subsidiary Quicken Loans, has released terms for its upcoming IPO.
Keep Reading →
August 9 - Stock Analysis, Tech
The standard method of determining what industry a company is in is by looking at its underlying business.
Keep Reading →
August 8 - Stock Analysis
Second-quarter gross domestic product fell 33% (on an annualized basis) according to the Commerce Department.
Keep Reading →
August 8 - Stock Analysis
He didn’t know it at the time, but in 1990 Eric Fossum started a revolution. In the early ‘90s, NASA was firing rockets into orbit every other month.
Keep Reading →
August 8 - Stock Analysis, Tech
As some of you who have visited my website and read my bio know, I describe myself first and foremost as a teacher, and every semester, for the last decade, I have invited ...
Keep Reading →
August 7 - News, Stock Analysis, Tech
The portfolio from the past few years has demonstrated the perils of concentrated investing.
Keep Reading →
August 6 - Stock Analysis
British based energy giant BP PLC (NYSE:BP) cut dividends by 50% to 31.50 cents/share for each American Depository Receipt ( minus any ADR fees).
Keep Reading →
August 6 - Stock Analysis
Sports are finally back. Last month, Major League Baseball (MLB) kicked off its regular season about four months later than usual due to COVID.
Keep Reading →
August 6 - Stock Analysis
It’s the hottest social media platform on the planet.
Keep Reading →
August 3 - Stock Analysis, Tech
Retailers have been struggling for sometime to compete with the giant Big-box stores such as Amazon (AMZN), Walmart (WMT), Home Depot (HD), and Costco (COST), who offer massive...
Keep Reading →
August 3 - News, Stock Analysis
Relations between the United States and China have worsened over the last few years.
Keep Reading →
August 2 - Stock Analysis
It’s incredibly difficult to make big money shorting stocks. You need a strong conviction in your bets.
Keep Reading →
August 2 - Stock Analysis
ValueWalk will hold the next Contrarian Investor Virtual Conference on Aug. 11, and Gabriel Grego of Quintessential Capital will be among those presenting new ideas.
Keep Reading →
August 2 - Stock Analysis
I’ve admired NVIDIA Corp (NASDAQ:NVDA) for a long time. It’s a great company with great leadership and great companies are not typically cheap.
Keep Reading →
August 2 - Stock Analysis
As part of my monitoring process, I review the list of dividend increases every week This activity helps me to monitor the business performance of any companies I am invested...
Keep Reading →
August 2 - Dividend Stocks, Stock Analysis
Those shorting stocks during the COVID-19 pandemic have made more than $50 billion in profits.
Keep Reading →
August 1 - Stock Analysis
Eastman Kodak (KODK) stock has tripled today alone after the company said it received a loan from the government to produce ingredients for drugs used to battle the coronavirus...
Keep Reading →
August 1 - Stock Analysis
In his latest letter to investors, Mohnish Pabrai warned about the perils of buying stocks at high prices.
Keep Reading →
August 1 - Stock Analysis
Charlie Munger is famous for stressing the role of moats in successful investing. He argues that only strong moats allow a business to earn returns in excess of the cost of...
Keep Reading →
July 29 - Stock Analysis
Tesla Inc (NASDAQ:TSLA)’s market capitalization just crossed $300 billion.
Keep Reading →
July 27 - Stock Analysis
The Blue Tower Global Value strategy composite had its best quarter since inception with 21.14% net (21.49% gross) in Q2.
Keep Reading →
July 26 - Stock Analysis
More than five years ago I wrote about why it could make sense to invest into other actively managed funds even if one considers oneself an active investor.
Keep Reading →
July 26 - Stock Analysis
“What you need to do is operate your company in such way, knowing That you will be weighted one day. Never spend any time thinking about the daily stock price.
Keep Reading →
July 25 - Stock Analysis
Tesla released its Q2 2020 earnings report last night, and analysts responded with a flood of price target increases for Tesla stock (NASDAQ:TSLA).
Keep Reading →
July 25 - Stock Analysis
I follow this process in order to monitor existing dividend holdings.
Keep Reading →
July 19 - Stock Analysis
The gold price remains above $1,800 an ounce, but where it will go next depends on what type of economic recovery we see. Many are expecting a V-shaped recovery.
Keep Reading →
July 19 - Stock Analysis