I chatted with CNBC on the prospects for health insurance stocks now that Obamacare reform is off the table. The market seems to be pricing in a rosy scenario in which health insurers can continue to pass on rising costs indefinitely. I’m not so sure. At some price — and for many Americans, that point has...Read More
I joined Chase Robertson and Peggy Tuck last week on Straight Talk Money. First on the agenda: Amazon-proof REITs, or landlords that are strong enough to survive the Amazon.com (AMZN) assault on traditional brick-and-mortar retail: In the next segment, we talk about Snap’s (SNAP) woes and what they means for tech IPOs in general. Are...Read More
The following is an excerpt from The 7 Best Dividend Stocks to Buy for Q3 and Beyond The theme for the first half of 2017 was something to the effect of “Buy Amazon.com (AMZN) and dump pretty much everything else.” At least that’s what it seemed like. Recent pullback aside, 2017 has broadly been a great...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 appreciate...Read More
Well, halfway through 2017, I have a little catching up to do. My pick — General Motors (GM) — is sitting in 8th place with a year-to-date return of 4%. Of course, we still have a lot of time left in 2017… and I’ve come back from larger deficits in the past. So, we shall...Read More
