SYLD: An ETF You Can Buy and Hold Forever

The philosophy of “buy-and-hold” investing is either holy writ or deviant heresy, depending on who you ask.

My view here is a little more nuanced. You have to balance the benefits of a buy-and-hold approach — such as lower taxes […] Continue Reading…

Is Google planning to buy Twitter?

I joined CNBC’s Oriel Morrison last night to chat about the rumors that Google (GOOGL) might be making a move on Twitter (TWTR):

If you cannot view the embedded video, please follow this link: Is Google Planning a Twitter Takeover?

Insider […] Continue Reading…

Learning the Wrong Lessons: Avoiding the Peter Lynch Bias

Peter Lynch is one of the all-time greats. While running the Fidelity Magellan fund from 1977 to his retirement in 1990, he generated almost hard-to-believe annualized returns of 29.2% per year. And take note that this was before the […] Continue Reading…

It’s Hard to Beat Risk-Free 46% Annual Returns

Even in his prime, Warren Buffett couldn’t consistently deliver 46% returns year in and year out. The sage of Omaha is good…but not that good. (Ok, there was a stretch in the 1960s when he really did generate those […] Continue Reading…

What Happens When My Stock Get Delisted?

Even Wall Street has standards.

I know that might sound hard to believe, but to benefit from the liquidity, capital-raising power and prestige that come with a listing on the New York Stock Exchange or Nasdaq, a company has to […] Continue Reading…