Should Wal-Mart have used cash pile to take on Amazon? from CNBC. I joined CNBC this evening to discuss Walmart’s (WMT) investor day… and how the company is upping the ante in its arms race with Amazon (AMZN).Read More
September was a solid month for the Dividend Growth portfolio, as it retuned 1.02% for the month. This underperformed the 1.93% return for the S&P 500, but the portfolio also started the month with a larger-than-usual allocation to cash. The portfolio remains moderately cash heavy, with 10% allocated to cash as of month end. But as...Read More
I joined Chase Robertson and Peggy Tuck yesterday on Straight Talk Money. First on the agenda, we discuss the market’s current valuation. It’s starting to look a little like 1997. Then, as now, stocks were extremely expensive. But they continued to get even more expensive for nearly three more years. Could we be looking at a...Read More
The following is an excerpt from 7 Stocks to Sell Before the Crash – And Tesla is #1! It’s been years since we’ve had a proper stock market crash. And while that doesn’t necessarily mean that you should be looking for stocks to sell because a crash is imminent, now’s not a bad time to think...Read More
Oaktree Capital’s (OAK) Howard Marks is one of my favorite investors. (Full disclosure: I also happen to be long OAK .) In his latest memo, he covers everything from the FAANG stocks to Bitcoin, but what I found most interesting was his comments on passive investing. I’ve expressed similar views over the years, as have others...Read More
