Seritage Growth Properties: Warren Buffett Bought WHAT?

Leave it to Warren Buffett to keep us guessing. The Oracle of Omaha just reported 8% stake in Seritage Growth Properties (SRG), a REIT spinoff of struggling old-line retailer Sears Holdings (SHLD). SRG owns a portfolio of 266 Sears […] Continue Reading…

Thanksgiving 2015

As we’re now just days away from Thanksgiving, I think it’s appropriate to take stock of what we have to be thankful for as investors this year.

Let’s start with the Fed. I, for one, am thankful that we have […] Continue Reading…

What Are the Hedge Fund Masters of the Universe Buying?

Investing is one of those rare disciplines in which it really doesn’t pay to be original. This is money, not literature, and they don’t award Pulitzer Prizes for original work.

You don’t want to mindlessly follow the herd, of course. […] Continue Reading…

Take the Money and Run! 5 Stocks to Ditch

What goes up must come down. Those were the words Sir Isaac Newton used to describe the forces of gravity, but more often than not, those words also can be used to describe highflying momentum stocks.

When a momentum stock […] Continue Reading…

Is the New iPad Pro a Game Changer?

I joined CNBC Asia last night to chat about Apple’s (AAPL) new iPad Pro.

I should start by pointing out that I am an Apple bull and long the stock myself and in client accounts. That said, I’m realistic, and […] Continue Reading…