Investing Strategies

How Banks Can Deliver Monster Returns

How Banks Can Deliver Monster Returns

I am always hunting for ideas that can boost portfolio returns for individual investors. I read, I ponder, I imagine, I study, and I test these ideas. Many of them end up in the junk pile as good ideas gone bad—these are usually the ones that sounded the most exciting when I first had or […]

The Best Inflation Hedge

The Best Inflation Hedge

There is no doubt that in an inflationary environment—such as the one in which we find ourselves now—consumer spending habits are affected. As prices continue to rise, people will stop to consider the things they really need versus the things they would like to have. For example, when it comes to food, people simply must […]

Beat the Market with These 5 “Stock Cannibals”

Beat the Market with These 5 “Stock Cannibals”

In 2016, renowned value investor Monish Pabrai developed a simple concept called “Uber Cannibals.” He suggested that buying a five-stock portfolio of companies that were buying back large amounts of their own stock, that were cheap based on undefined valuation multiples, and that fit his definition of quality, would outperform the market.I have discussed many […]

A lot of cash US dollars.

Why I love Dividends – and Stock Buybacks, Too

Like everybody else, I love dividends. Always have and always will. I am also a big fan of stock buybacks. I get a kick out of the endless debate about stock buybacks. They are neither good nor bad in and of themselves. Stock buybacks are fantastic at low valuations with funds generated by the business. […]

Trade of the Week: PTON

Trade of the Week: PTON

The share price of Peloton (PTON) has taken a massive beating after being a darling of the Covid era.  The exercise bike maker has struggled to appease investors as sales growth has slowed. However, investors liked a new deal between PTON and Amazon (AMZN) last week, which sent the shares up 20%. A bullish block […]

A strong, triumphant bull atop a pile of coins, signifying an optimistic or bullish foreign currency (forex) market.

This “Special Situation” Could Get You 30%+ Profits

I am a huge fan of special situation investing. Situations that involve unusual buying activity by insiders or corporate activists, merger arbitrage and bidding wars, and other unusual events can offer the opportunity for outsized profits no matter what the markets might do. Sir John Templeton once remarked that it is impossible to beat the […]

Stock market design of bull and bear with graph and chart vector illustration

How to Use Dividends to Find the Best Tech Stock

When we talk about tech stock investing, we hear discussions of all sorts about different measures used for picking stocks. For example, some tech investors use year-over-year revenue growth. Others subscribe to a theory that has been floating around for many years, that the secret to picking tech stocks was looking at the percentage of […]