“Uncertainty” has been the buzzword of the last few weeks in the marketplace. The emergence of yet another new, highly contagious coronavirus variant continues to keep pressure on a medical system that is already strained to its limits on one side of the economic picture, while the Fed’s consideration of moving up its plan to […]
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 longer you invest in the stock market, the more familiar you become with a lot of the concepts that are used to define and justify the various investing methods that drive them. A lot of those concepts can be summarized into cute little sound bites that make them easier to remember and work with. […]
Read MoreThe Consumer Discretionary sector includes stocks that cover a wide variety of the Retail industry. Because there are so many retail companies that offer different products to consumers, it’s hard to pinpoint any kind of specific niche. In the sporting goods category, there were significant challenges even before COVID-19 became a global pandemic. Declining revenues […]
Read MoreLooking for value in the stock market is something that I have found can be done in any market condition, but it is something that tends to get dismissed by most pundits simply because it isn’t very sexy. Names like Tesla, Netflix, and Amazon practically never pass the value list because the massive amount of […]
Read MoreThere are any number of dynamics that come to play in the markets at any given time, which means that the ebb and flow of a nation’s economic health can be tied to a lot of other societal elements, including political and geopolitical shifts, social perceptions and changes, and as we have seen for almost […]
Read MoreFor a lot of different reasons, 2021 has been an interesting year for just about all of us. The pandemic has not abated this year as some experts predicted, and certainly as all of us hoped; the rise of the new COVID variants has kept pressures from the ongoing health crisis at the forefront of […]
Read MoreTraditional, growth-oriented investing puts most of its emphasis on stocks that have already started moving up. That makes sense when you consider the popular technical idiom that a “stock tends to follow the direction of its next longer trend.” That means that when you can clearly see a stock going up, it should continue to […]
Read MoreMarkets are naturally cyclical – they swing from high to low and back again on a consistent, if unpredictable basis over a range of time frames. The different time periods associated with any given cycle, or sometimes even the depth of a certain cycle’s direction, can shade the casual investor’s perception about a stock’s opportunity. […]
Read MoreOne of the market trends that has been getting an increasing amount of attention for the past few years is in electric vehicles. It’s easy to focus on companies like Tesla, Inc. (TSLA), NIO Inc. (NIO) and others because they are the companies producing the final product – the vehicle you get to slide behind […]
Read MoreOver the last three years, I’ve used economic uncertainty – first from a year-long trade war through 2019, and then of course the COVID-19 pandemic starting in 2020 – as the basis for a lot of the analysis, and certainly some of my own investments in the marketplace. I think that when economic conditions become […]
Read MoreIn the never-ending search for useful investing opportunities, I’ve learned that it’s good to look for ways to expand my watchlist beyond the normal scope of the stocks I’ve been following and have become familiar with. Adding new stocks to my list from time to time is a good way to keep things fresh and […]
Read MoreOne of the most successful investors 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 […]
Read MoreThe Food Products industry in the Consumer Staples sector is an area of the market that tend to get overlooked because, let’s face it, it just isn’t very sexy. Even so, it is one of very few segments of the market that saw consumer-driven improvements in demand during the pandemic. That gave a lot of […]
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 More