Over the last year and a half, 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 […]
Read MoreInvestors can be divided into a lot of different categories. Day traders, swing traders, long-term investors these are just a few broad description you often hear used to describe some of the different attitudes about how to find and take advantage of opportunities that emerge in the marketplace. Even among long-term investors, there are important […]
Read MoreOne of the most successful in the entire history of the U.S. stock market, and arguably the most famous of our era is Warren Buffett. His annual reports for Berkshire Hathaway have long been considered required reading for any serious fundamental or value-oriented investor because of the way he outlines his views of current conditions […]
Read MoreOne of the most-anticipated (or perhaps, most-hoped-for) reopening stories this year has come from the Aerospace industry, which includes commercial airlines. It comes as no surprise, really to say that in 2020 and the early part of 2021 the industry was one of the biggest, unquestioned losers in the stock market. The biggest portion of […]
Read MoreAt the beginning of this week, I was intrigued to see media reports and commentary centering around 5G adoption. That’s probably because a number of companies in the Semiconductor industry, who have been investing heavily in developing the technology that 5G relies on for years, have released their latest earnings reports. Like a lot of […]
Read MoreOne of the things that I like about being a value-focused, long-term oriented investor is that I don’t spend a lot of time hunting for investing opportunities among stocks that I don’t know anything about. Over the years, I’ve been able to put together a good watchlist, filled with a pretty representative sampling of stocks […]
Read MoreThe Tech sector has been one of the top-performing areas of the market for the past year and a half, which isn’t too surprising given the way Technology enabled the corporate world to shift operational models to remote, work-from-home, and flexible working arrangements during the pandemic. Looking beyond the limits of the health crisis and […]
Read MoreTwo surprising areas of strength in the economy for more than a year have come from the Homebuilders and Construction industries. Against the backdrop of economic pressures from the pandemic, it’s natural to think that economically sensitive industries like Homebuilders, Construction, and others would see decreases in demand. The shift of corporate America to work-from-home […]
Read MoreSince the beginning of this year, the energy sector has rebounded strongly from the pandemic-driven pressures that had kept prices – particularly in crude oil – depressed throughout 2020. From a November 2020 low point at around $34, for example, West Texas Intermediate (WTI) crude more than doubled to an early July peak at around […]
Read MoreOver the last several months, the reopening theme is something that has been driving a lot of investor enthusiasm and sentiment. Stocks whose businesses thrive when the economy is growing have been in vogue, while those that tend to be a bit more defensive in nature are a little less so. That’s reflective of something […]
Read MoreIn market terms, one of the natural side effects of the COVID-19 health crisis has been an elevated focus on stocks in the Healthcare sector. That covers a wide range of industries, from health insurance to biopharmaceutical and healthcare equipment and supplies. All of these companies have spent the last year and a half not […]
Read MoreAmong a number of interesting storylines of the past year, is the way corporate America and the markets found ways to adjust and keep pushing forward. It’s true that a big part of the market’s rally can be tied directly to trillions of dollars of economic stimulus, including direct payments to families and individuals that […]
Read MoreOver the last few months, much of the commentary we’ve been seeing on market media and among analyst reports have revolved around the “reopening” theme – what stocks you should focus on as business and economic activity starts to shows signs of coming back from the long, pandemic-driven drop we all had to deal with […]
Read MoreWithin the scope of long-term investing, there are two primary methods most investors use: investing for growth, or looking for value. I write a lot in this space about value-oriented investing, because more than two decades of study and hard experience have taught me that it is the investing method that suits me best. It […]
Read MoreFor most of the last year and a half, one of the areas that I have been able to find some interesting valuations to work have come from 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 […]
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