It may seem a bit incongruous, but the truth is that value investing tends to be counter-intuitive to the mindset that most investors take to the market. I say incongruous because, at its most basic starting point, the principle of value investing fits well with rule #1 of investing in the stock market – buy […]
Read MoreOne of the things I like about value investing is the way that it naturally gravitates to stocks that are generally already at or near historical low prices. Under normal circumstances, that usually means that the downside risk aspect of buying a stock is minimized simply because the market is usually more likely to push […]
Read MoreTo say that 2020 has been a weird year is nothing if not an understatement. Global pandemics have a way of doing that, I suppose, since health concerns really do, and should become the #1 prime consideration that people should be thinking about. Perhaps some of the weirdness comes from the disconnection that is so […]
Read MoreOne of the traps that a lot of investors tend to fall into comes from the idiom “a rising tide lifts all boats.” In the broadest sense, the implication is that when the broad market is going up, stocks in general should be going up. The concept also drills down to individual sectors and industries […]
Read MoreCisco Systems Inc. (CSCO) is one of the most recognizable and established companies in the Technology sector. With a market cap of about $167 billion, they are also one of the largest, if not THE largest player in the Networking & Communications segment. They are, without question, the standard that all other networking businesses are […]
Read MoreI’ve written quite a bit in this space about my opinion that the Consumer Staples sector – and more specifically, stocks in the Food Products and Food and Staples Retail industries – are smart places to find good values in today’s market. That’s because most of the stocks in these industries are benefitting from stay-at-home, […]
Read MoreEver since coronavirus found its way to American shores, a large amount of media attention has been given to the Healthcare sector – and especially to the Biotechnology industry, where many of the biggest names across the world have been working hard to develop effective treatments for the disease. From the market’s bearish low in […]
Read MoreThroughout the last several months, it has been interesting to sit back and observe the dichotomy between price action in the stock market and actual economic growth. Increasing infection rates across the United States along with still historically high unemployment numbers showing that economic recovery is much slower than the market would prefer to see. […]
Read MoreFor talking heads and analysts, moving into the last quarter of the year is usually a good time to look back and find the storylines that have carried the market. With national elections coming up next month, the normal, COVID-19-driven narrative is being dovetailed with political analysis and rhetoric; along with the impact the pandemic […]
Read MoreOne of the sectors that has really faded after initially pushing strongly off of its March, bear market lows is Financials. When you think about the Finance sector, you probably think first of banks – especially the biggest names in consumer, commercial and investment banking. That makes a certain kind of sense, especially in light […]
Read MoreIf this week is any indication, I think it’s a good bet to say that volatility could be the most accurate description of market activity for the next few weeks. Late in Tuesday’s trading session, all of the major indices turned sharply lower after President Trump tweeted an order to Republicans to halt all talks […]
Read MoreAs a value-focused investor with more than a bit of a contrarian bent, I tend to get nervous when stocks keep making one new high after another, and I like it when I see stocks trading at or near historical lows. That’s pretty different than the mindset of most investors that focus on growth first, […]
Read MoreWhile the Tech sector has been a bit depressed over the last month, most analysts continue to expect Tech stocks to lead the market for the foreseeable future. That is especially true for stocks that specialize in the technologies that enable remote networking and cloud-based operations. If you follow the sector, or this particular trend, […]
Read MoreNo matter what the market or economy is doing at any given time – bull market, bear market, expansion, contraction, or stagnation – one of the things that makes it compelling is the reality that there is always a new opportunity to take advantage of. That doesn’t mean that you can ignore broad market conditions […]
Read MoreIf you think strictly about price performance and what the price of a stock is now relative to where it was in the past – in particular, relative to where it was on a pre-pandemic basis – it’s pretty easy to understand why so much attention is being paid to Tech stocks that make remote […]
Read More