We’re now seven months into the contest, and I still have some catching up to do. My 6% year-to-date return in General Motors (GM) isn’t anything to be embarassed about… that is, until you see Albemarle (ALB), CoreSite Realty (COR) and Nvidia Corporation (NVDA) are all up well in excess of 30%. We still...Read More

Ealier this month, I wrote an update on my entry in InvestorPlace’s Best Stocks for 2017. The following is an excerpt: I’m not particularly happy that GM’s engine is sputtering this year. But it’s important to remember that deep-value plays rarely work on the timeline you expect. It often takes time for the market to...Read More

The following is an excerpt of a piece originally posted on InvestorPlace. You can read the full article here. It’s bad form to gloat. Apart from making you insufferable to be around at parties, you’re temping fate… and inviting a reversal of fortune. That said, I’m going to risk it and toot my own horn...Read More

Well, it’s over. The stock market is officially closed for 2016. All told, it was a successful year for me. My firm increased its assets under management by a good chunk, and my returns for the year were solid. My Dividend Growth portfolio absolutely crushed the S&P 500, and I took first place in InvestorPlace’s...Read More

It’s temping fate to celebrate early, but I’m feeling good about the Best Stocks for 2016 contest right about now: Regardless of how the contest shakes out, I’m still long Energy Transfer Equity (ETE) and believe the stock price could easily double from these levels over the course of the next 2-3 years. I have...Read More