Utility stocks- could they be the "new blue chips"?

"Utilities are the classic defensive investment. Generally slow-growing, but high-yielding and inexpensive relative to earnings, utilities are the traditional dividend value stock. Now Wall Street…


How to Avoid Selling when the Market is Down and Lock in Losses

Over the past month, you have often come across headlines such as “The markets have lost 30% off their value”, “Dow finishes down to mark worst week since 2008”, etc. Marriott CEO said this is worse…


Is the Cure worse than the Disease?

They said we would never experience a stock market meltdown again in our lifetime like 2008. It was the largest destruction of wealth since the Great Depression, or so they said.  Indeed, I thought…


Cost of Health Care in Retirement by Priyanka Goel, CFA

Health care costs are one of the biggest expenses in retirement, after housing and transportation costs. As the health care cost inflation continues to outpace standard inflation, health care costs…


Are you worried about the market crashing if Trump loses the Presidential election?

If Bernie or Elizabeth Warren wins or even is the Democratic nominee, I'd get out of the market. If it crashes because he's the nominee or even wins, I'd take advantage of the sell-off. The reality…


Hemp CBD Demand Is Poor. Prices Are Falling, in a Blow to Farmers - Barron's

Hemp CBD Is a Bust. Farmers Are Disappointed.By Bill AlpertJan. 31, 2020 10:00 am ETOrder ReprintsPrint ArticleText sizeThe 2020 planting season for hemp is approaching. Photograph by Miguel…


Wisdom from the Greatest Investor of All Time- and it's not Warren Buffett

Peter Lynch Draws on 50 Years of Stock-Picking to Find Growth Opportunities in Today’s Market By Leslie P. Norton Updated Dec. 20, 2019 11:48 pm ET / Original Dec. 20, 2019…


Selling Volatility

Selling volatility is a unique way to enhance portfolio returns.  We have been doing this for years by selling puts in stocks we would want to buy.  The way we accomplish this is fairly simple. We…


Beta the Measure of Volatitlity

Beat Your Beta- the Measure of Volatility

Beta is a mathematical construct deeply embedded in academic models of stock valuation.  It's inherently flawed and investors should understand it. Simply put, the concept of beta makes perfect…


Review your returns

Even a 5th Grader Reviews His Returns

Even a 5th grader reviews his work.  You would be surprised at how many smart men and women who command complete respect at their jobs, have years of professional training like doctors and…