Connecting The Dots Between Government Policies And Stock Prices
Government is the 800 lb gorilla in the economy. Frustrating as that can be, investors who know how to connect the dots between those policies and stock prices stand to make impressive returns. They...
View ArticleWhy Oracle Could Miss Earnings Expectations Again
Sometimes a trend is even bigger than a $153 billion business. Such is the case with cloud computing and Oracle. As a matter of fact, cloud computing is transforming the entire information technology...
View ArticleFinding Winners And Avoiding Losers When Dividend Investing
Growth at a reasonable price (GARP) is well understood, but to generate high yield from an equity portfolio think about growth at the right yield (GARY).
View ArticleHigh Food Prices: An Investor's Dilemma
The EPA might cut the Renewable Fuel Standard's (RFS) ethanol mandate in late June. The mandate is the root cause behind a surge in food prices and the feverish merger activity in the food industry. A...
View ArticlePicking Stocks With Abnormally High Dividends
Growth at the Right Price (GARP) is well understood, but to generate income from an equity portfolio, think about Growth at the Right Yield (GARY). Here we show June's top ten GARY charts.
View ArticleAvoid Consumer Discretionary Stocks
Prices of major consumer expenditures are rising and incomes are falling, leaving low-end consumers to take the brunt of the blow. This will cause a pull-back in spending that will soon be felt by...
View ArticleIBM and SAP: Victims of Creative Destruction in the IT Industry
IT spending is weak - and that's the point! Adoption of cloud technology is lowering spending and hurting margins for legacy IT vendors
View ArticleHere Comes Cheaper Oil: Why Prices Are Set to Fall
Oil prices may have begun a multiyear retrenchment as the U.S. starts to liberalize its energy policy. Though it's already begun, it will be expedited by a Republican takeover of the Senate in...
View ArticleFinding Stocks That Pay High Dividends V.3
The GARY concept (Growth At The Right Yield) was developed by Frank Gristina of Tell-tale Capital as a way to identify stocks that pay extraordinarily high dividend yields. This article describes the...
View ArticleWhy Oil Will Fall To $40 As Obama Looks The Other Way
This summer, I predicted the collapse of oil prices. Now I explain why prices will remain low, and could even drop below $40 a barrel. Connecting the dots: at the corner of policy and price.
View ArticleWhy Bubble Prices In Beef, Poultry And Pork Will Collapse, And How To Profit
The sky is falling in poultry, beef and pork prices. Here are the winners and losers.
View ArticleChanneling Peter Lynch: Top 10 Growth-At-The-Right-Yield Stocks
As I’ve written in prior missives, my friend and colleague, Frank Gristina of Tell-tale Capital, has developed a unique way to find cheap stocks that generate superior income streams while providing...
View ArticleSay Goodbye To The Ethanol Mandate; Time To Gorge On Restaurant Stocks
The Demise of the corn ethanol mandate will lead to sharply lower poultry, pork, and beef prices. This will benefit restaurant margins as well as the consumer, generally.
View ArticleForget Iran, Incremental Oil Supplies From The U.S. & Mexico Are The Story
Iranian oil is in the news but more interesting is what's happening in the U.S. and Mexico. In disrupting Pemex's monopoly, Mexico has a chance to increase oil production by over a million barrels a...
View ArticleTwo Myths About Republican Prospects In The Presidential Election
I seek to debunk two myths about the Republican's chances to win the Presidency: Demographics do not guarantee a Democrat victory and fifteen Republicans are not too many when they all smell blood from...
View ArticleSoros Doesn't Like Coal Stocks; He Likes Money
The coal stocks have been rallying lately but observers have it wrong. They focus on George Soros' investment as if it's an indication he's bullish. He isn't. I think he's just covering an amazing...
View ArticleThe Agriculture Bubble Is Bursting : Corn, Pork & Beef Prices Will Sink With It
The USDA reported showed sharp declines in farm incomes, land values, pork prices, dairy prices and more. Expect agriculture commodity prices to continue declining bringing the entire agriculture...
View ArticleCattle Futures In Free Fall Confirm Expectations For Collapse In Beef Prices
I began alerting Forbes readers in March that beef and poultry prices would follow corn prices down over 50% from their all time highs. It looks like my prediction is coming true if you look at the...
View ArticleDesperate For Returns, Mutual Funds Add Risk By Investing In Private Startups
The SEC is investigating how big mutual funds value their investments in pre IPO darlings such as Uber, but has anyone asked why mutual funds are investing in risky private companies anyway?
View ArticleTexas Roadhouse And Other Restaurants Posting Strong Earnings, Thanks To...
Sentiment for restaurants is very negative coming into earnings season. But food prices, especially for proteins, are falling so fast that most restaurant stocks will perform well on earnings despite...
View ArticleThe Great Ethanol Driven Agriculture Commodity Bubble Is Popping In...
Producers and traders always expect cattle futures to keep going up but they will continue to fall.
View ArticleEmerging From The Ashes Of Socialism: South America Ripe For Investment
While the U.S. economy suffers from bad government policies, South America and namely, Colombia, Argentina and Peru are benefitting from pro-growth economic policies imposed by a new crop of...
View ArticleTrump's Energy Policy Could Lead To $20 Oil: An Investor's Guide
Donald Trump's approach to energy policy is dramatically more production-friendly than the previous administration. The opportunity for investors is tremendous as oil prices come under pressure and the...
View ArticleThe Winner In Trump Vs. OPEC: Lower Oil Prices
Vast untapped reserves of oil soon to come on line will lead OPEC to produce more oil than consensus expectations.
View ArticleIn Macron, The French May Finally Have A Word For Entrepreneur
Emmanuel Macron takes on French labor reform, and is primed to succeed.
View ArticleReagan Reborn: Emmanuel Macron Set To Lead A French Economic Revolution
Emmanuel Macron’s political startup, En Marche! has taken the French government by storm. If he succeeds in implementing his pro-growth reform agenda, France will lead Europe in economic growth to the...
View ArticleArgentina: A Perfect Storm Creates A Buying Opportunity
Argentina's recent travails offer investors a compelling opportunity, as last year's top-performing index will soon get a second wind.
View ArticleThe Federal Reserve Is On A Razor's Edge
Historical policy mistakes have left the Fed trapped as mounting levels of public and private debt cloud the future of capital markets and the economy.
View ArticleWho Really Created Income Inequality?
Before you accept the allegation that the Democrats represent the average American and Republicans represent the rich and powerful, we analyze why the income disparity has widened in past years and who...
View ArticleThe Evidence Is Clear: Polls Are Not To Be Trusted
As the polling season commences, wild allegations will be made about poll results. But the evidence is in, polls are not to be trusted. Here's why investors must do their own work when it comes to...
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