Through a big portion of 2020, one of the areas that I was able to find some interesting valuations to work with was in the Telecommunications industry. Some of the largest players in the industry do much more than just telecommunications; AT&T Inc. (T) has, of course long been one of the largest telecommunications companies […]
Read MoreOver the last year, COVID-19 has forced businesses in just about every segment of the economy to find ways to adjust. The adoption by corporate America to work-from-home models helped keep a lot of people working, and one of the most intriguing success stories that I think will continue to be told for years to […]
Read MoreSince the beginning of the year, broad market momentum has mostly stalled. Investors seem to be confronting the reality that the pandemic’s economic effects appear set to linger well into the rest of this year, even as vaccinations across the country begin to increase and new vaccine candidates appear ready to apply for emergency use […]
Read MoreOne of the sectors that has picked up a significant amount of strength from the last quarter of 2020 is the Financial sector. When you think about stocks in this sector, you probably think first of banks – especially the biggest names in consumer, commercial and investment banking. That makes a certain kind of sense, […]
Read MoreIt’s a pretty well-documented fact that one of the best-performing sectors in the entire market for the last few years has been the Technology sector. Tech stocks have been a prime focus of attention for investors for more than two decades, and even with the early 2020 bear market drop, it is companies in this […]
Read MoreOil prices were among some of the most dramatically impacted components of the global economy at the early stages of the coronavirus pandemic. As businesses were shuttered, and shelter-in-place orders ground economic activity everywhere to a halt, demand for crude oil cratered; both West Texas Intermediate (WTI) and Brent crude fell to shockingly low levels. […]
Read MoreIntel Corp (INTC) is a stock that I’ve followed for quite some time, and that I’ve written about in this space quite a bit over the past year. This is one of the 600-lb gorillas of the Technology sector, after all, and the company that is easily considered the gold standard of companies in the […]
Read MoreIt’s been interesting in the last week, with the inauguration of a new President to see how the market has shifted its focus. Considering the often mixed messaging that came from the Trump administration, it isn’t too surprising to think that a President that is expected to act more like – well, more like a […]
Read MoreMy approach to value-based investing is something that represents the result of a lot of experience, both good and bad over more than two decades of time. One of the big questions that I had to answer for myself fairly early in the process was simple: out of the thousands of stocks that are available […]
Read MoreOne of the classic benchmarks of the economy’s health and strength is the housing market. Stocks of retail companies like Home Depot (HD) and Lowe’s (LOW) often serve as proxies of to guide the market’s perception of the housing market, but it also isn’t uncommon to see experts and analysts referring to homebuilders like D.R. […]
Read MorePart of taking a smart, value-based approach to investing in the stock market involves keeping track of information on industry and economic trends that are likely to have broad residual impacts on market activity. That means paying attention to things that often get talked about on financial media like unemployment and interest rates. I have […]
Read MoreLong, extended bull markets – either on a broad basis, or even in an individual stock – generally tend to work against value-focused investors. That’s usually because once investors start to pile into stocks at good valuation levels, it doesn’t take long for prices to increase well beyond the point of useful value. I say […]
Read MoreOne of the early threads of this new year, aside from commentary and opinion about the political landscape, rising COVID-19 infections (not to mention a new strain that appears to be more infectious than the first) is the way the Financial sector has been among the sectors that have led the market higher. Two weeks […]
Read MoreThroughout the course of the last couple of years I’ve found the Consumer Staples sector, and specifically the Food Products industry a good place to find useful investing opportunities. In 2018 and 2019, a lot of that was being driven by international trade concerns that increased uncertainty in the marketplace. 2020 made the industry a […]
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