This week, I’ve turned my attention back to the Pharmacy industry – but specifically focusing on the distributors that supply the biggest pharmacies in the U.S. Understanding how some of those relationships work for a company you may have been following for a while can help identify new opportunities to think about. Over the last […]
Read MoreOne of the reasons I think the economy, and the financial markets are such a fascinating thing to watch is because of the way companies in different aspects of business relate to each other. It’s one thing to look at a retail store, for example and think about basic fundamental elements like sales, earnings, and […]
Read MoreSome of the early-morning market commentary today focused on the fact that with yesterday’s close, the S&P 500 has moved above its pre-pandemic high – leading those participating to call for the “official” end to the shortest bear market in history. While that may technically be true, it doesn’t automatically mean that investors should take […]
Read MoreIn the early stages of the arrival and spread of COVID-19 in the United States, I wrote in this space about my belief that one of the best places a smart investor should focus their attention is on healthcare stocks, including companies in the pharmacy space. Vaccine commentary and speculation continues to be a daily […]
Read MoreThe market’s activity over the last couple of weeks, with the S&P 500 and NASDAQ pushing to highs above pre-pandemic levels, and the Dow within shouting distance of its own early 2020 highs, seems to be giving a lot of investors reason to believe broad conditions are better than they really are. While there certainly […]
Read MoreWith so much in flux about the financial markets and the health of the global economy, it can be a challenge to know how to best position yourself as an investor. It doesn’t really help to know that there are tens of thousands of available stocks to choose from, each of which can be used […]
Read MoreThe market’s plunge from late February to March was perhaps the most rapid descent to bear market levels in history; the road back, while not as rapid, has also been remarkable, taking just about five months for the S&P 500 to follow the NASDAQ above its pre-pandemic highs, with the Dow Jones Industrial Average within […]
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 MoreThe “herd mentality” can be a funny thing to think about in societal terms – but it’s a real thing in the stock market. The sheer number of publicly traded stocks on U.S. exchanges alone creates a wave of market data that no single person can handle alone, and that’s a big reason why it […]
Read MoreOne of the biggest questions value-oriented investors have to ask themselves is the reason a stock may look like a good bargain. More often than not, one of the simplest reasons is because the stock has been beaten down by the broad market. The reasons for the decline can be multitudinous, and can imply any […]
Read MoreThere is a pretty significant difference in the way different investors perceive a stock in a long-term downward trend. For growth oriented-investors, the longer the downward trend, the less attractive the stock is, simply because the expectation is that the longer, bearish trend will outlast any near-term, bullish sentiment or momentum the stock may see. […]
Read More“Coronavirus exhaustion” may not be a real term – but I do believe it’s a real thing. There seems to be a real sense of exhaustion about the pandemic that is contributing to a number of factors in the United States – including, to some degree, the market’s seeming resilience and resistance over the last […]
Read MoreWhen the economy is on uncertain ground, it’s easy to look at the biggest, most established companies in the market for ways to keep your money working for you. That’s because those are the names that, no matter what industry or sector they operate in, are most likely to have the fundamental strength – in […]
Read MoreMoving deeper into a new earnings season, it is true that a number of the largest and most recognized names in the market have been posting better earnings results in the last quarter than expected. In many cases, companies have displayed an impressive ability to shift gears from traditional, office-based work arrangements to nearly complete […]
Read MoreMost of us are certainly getting tired of continuing to hear and read about COVID-19. Daily statistics about infections, mortality rates, and rolling averages of both can really wear on even the most patient person. The truth, of course is that this isn’t something that is going to go away – not as long as […]
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