George Roper founded Roper Technologies (ROP) in 1890, primarily as a manufacturer of home appliances, pumps, and other industrial products. It was an old industrial conglomerate. But no longer…the company has sold off its industrial businesses and transformed itself into a software conglomerate. In June 2022, Roper sold a 51% stake in 16 legacy industrial […]
Investing Strategies
The One Thing Every Investor Needs to Have
Today, I am talking with Ryan Kreiger of Freedom Day, an investment management firm with a great name and an even better idea when it comes to investing. Freedom Day focuses on high-quality dividend growth as the chief metric for identifying companies that can consistently deliver. Ryan and I talked at length about his investment […]
What Makes a High-Quality Stock, and Where to Find Them
Last week I got to spend some time with John Davi and Frank Tedesco of Astoria Advisors. Astori is a firm that specializes in research-driven investing and offers two exchange-traded funds for public investors, as well as research for investment advisors across the United States. The firm’s latest offering is an exchange-traded fund that focuses […]
What “Market Sentiment” Really Means, and How to Use It for Profit
While market sentiment is discussed all the time, it is rarely defined. That’s why in today’s Hidden Profit Report, I sat down to talk with Ray Micaletti of Relative Sentiment Technology. Ray has developed an approach that compares retail investor sentiment to institutional investor activity that gives valuable and actionable information about the condition of […]
Prepare Yourself for the Market Reckoning
It does not matter which metric or statistic you use. Stocks are not cheap based on any empirically proven valuation metric. The S&P 500 P/E ratio is over 25—not the highest level ever recorded, but certainly on the high end of the historical scale. And the average P/E ratio of the stocks in the tech-heavy […]
This Consumer Staple Giant Has Turned the Corner
Stability can be a virtue in any economic climate. Consumer staple stocks are the very epitome of stability. An analysis by Verdad Research found the sector had the lowest income statement volatility of any listed sector between 1996 and 2023. Most companies that make consumer staples have reliable cash flows and steadily growing dividends—and history […]
Two Low-Price, High-Margin Opportunities for Massive Profits
I’ve found two opportunities for massive profits. Both are low-priced stocks that the market is ignoring and insiders are buying. Even better, both appear to have enough of a margin of safety in the balance sheet that we are not risking a permanent long-term loss of principal. In the normal course of business, both stocks […]
Why Exxon Is Making a Lithium Play with This Company
Rapid demand growth thanks to the energy transition away from fossil fuels could lead to a shortage of several metals over the next decade unless there’s more investment in the segment. This is according to the Energy Transitions Commission (ETC), a global group of power and industrial companies, consumers, financial institutions, and scientists. Large supply […]
All or Nothing Investing is a Loser’s Game – But This Stock is for Winners
Sometimes, the old saying goes, you gotta pull the bat back and swing for the fences. After all, “ya gotta take chances.” Babe Ruth not only hit the most home runs but also struck out more than most people who played the game. The inference is that you can risk it all on mammoth swings […]
The 2023 Bond Market Winner: Emerging Markets
There has been an unexpected winner in the bond market in 2023: emerging market bonds. This is especially true for emerging market bonds priced in local currencies. Currently, the gap in government borrowing costs between emerging markets and U.S. Treasuries is at its best level since 2000. The reason is that investors are pricing in […]