For most of the last two years – even before the pandemic started – 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 […]
Read MoreThe market pushed to a new, all-time high to start finish last week, as the most recent earnings reports seem to have given investors hope that some of the questions about inflation, interest rates, and other issues that have weighed on the market since early September may not carry a long-term impact. Economic indicators suggest […]
Read MoreAmong the interesting trends I have been watching for most of the last two years, and that have emerged at least in part as a practical response to the global health crisis we continue to struggle with has been a shift in consumer focus towards health, wellness and fitness. Given the constant messaging about personal […]
Read MoreIt has become pretty normal over the last several years to see the Technology sector leading the market – after all, Technology is increasingly at the center of just about every part of our daily lives in one sense or another. During the pandemic, Technology has been both catalyst and a hindrance to overall economic […]
Read MoreOne of the things that always seems to be a little bit ironic to me about the markets is the way that fear tends to weave a web of intrigue and uncertainty under just about all conditions. That often means that when the market starts to correct, investors, analysts and economists don’t just look for […]
Read MoreAs we move into the last few months of the year, the sad and simple truth is that, no matter how much we might want to be able stop including COVID-19 and its impact on every aspect of life in our daily discussions, the health crisis hasn’t gone away, but instead is showing more persistence […]
Read MoreAs recently as a few months ago, a lot of signs about the global pandemic seemed to suggest that the worst of the worst was over, and we could all finally begin to put COVID-19 concerns and commentary in the rear view. As contagious variants of the virus have emerged, however, it has become more […]
Read MoreHaving a contrarian temperament generally means doing the opposite of what most people would do. It’s a mindset that I’ve found very useful as an investor, because while most people tend to flock to stocks that are at or near all-time highs, I’m able to find excellent long-term opportunities at much lower, bargain-level prices. It’s […]
Read MoreBeing a value-oriented investor means that seeing stocks trading at or near all-time highs is actually a demotivating factor; that’s because value-based analysis compares the value of the company’s book of business against the stock’s current price. Since the market tend to inflate stock values, upward trends also tend to outpace the growth in profitability. […]
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 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. One of the sectors that I think has a broad carryover effect on multiple other sectors in the economy is Energy, […]
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