Booze Stocks: What to Buy, What to Sell

U.S. domestic beer sales are flatter than a day-old pint of Bud Light. There were 2.78 billion cases of beer sold in the United States last year, down from 2.9 billion cases five years ago.

But don’t tell shareholders of […] Continue Reading…

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Russian Stocks: Contrarian Buy?

Crimea’s regional parliament voted unanimously last week to secede from Ukraine and become part of Russia—virtually guaranteeing a prolonged confrontation between Russia and the West.  The current standoff is the biggest escalation between Russia and the West since at […] Continue Reading…

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This is Why Politicians Should Never Use Twitter

The citizens of the United Kingdom should rest easy knowing that Her Majesty’s government is in serious discussions with the U.S. President on how to confront Russia over its actions in Ukraine:
I’ve been speaking to @BarackObama about the situation […] Continue Reading…

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Investing in Nesting

With Turkey and Ukraine in a state of crisis, I expect the next several months to be an exciting—and perhaps sometimes scary—time to be invested in emerging markets. But I also expect us to make some fantastic returns together. In this month’s issue, I have three new buys, plus a broad view of today’s economy and global news in light of our portfolio holdings. […] Continue Reading…

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3 Stocks Better Held in an IRA

I take a somewhat contrarian view on what assets you should hold in an IRA. Conventional wisdom would tell you to put your safer, more conservative investments in their IRA, and avoid putting riskier assets in taxable accounts with the […] Continue Reading…

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This material is provided for informational purposes only, as of the date hereof, and is subject to change without notice. This material may not be suitable for all investors and is not intended to be an offer, or the solicitation of any offer, to buy or sell any securities.