Friday, April 26, 2024
I have been a fan of one particular LNG company for several years. It is on a tremendous growth trajectory. Unfortunately, the market has not shared my enthusiasm, and the stock price has been range-bound for over three years. A recent announcement shows how this company’s business operations and infrastructure development have put it in […]
Today, I want to follow up on yesterday’s suggestion to follow the numbers. The numbers are clearly telling us that we need to be involved in small-cap stocks and fixed income. The numbers (and common sense) also tell us that tech stocks and the indexes cannot keep going at the current pace forever. Follow the […]
I am a huge fan of philosophy. I think it should be taught at the high school level, not to push one belief set over another, but to teach the art of thinking. Don’t get me wrong. I am not a learned scholar who writes deep, complicated papers on the topic and can lecture at […]
I get a lot of questions about fund expenses. It usually occurs when I recommend a new fund, and I get something like, “What do you think about the 2% expense rate?” Many investors have misconceptions about fund expenses. So let me explain – because they can matter much less than people think… The discussion […]
One trade we decided not to make in my 48-Hour Income service was in WW International (WW). First off, in 48-Hour Income, the goal of the service is to generate 1% to 3% returns per week by selling 2-day puts in certain stocks. With WW trading around $4, it seemed like getting 20 cents for […]
Last month, I was a speaker at the MoneyShow investor conference in Las Vegas. I enjoy presenting there very much. I also love to learn what other investment services like mine are recommending to their subscribers. So I took some notes. At the MoneyShow, I gave two solo presentations. I discussed the rapidly expanding universe […]
Last week, I told you I would circle back and share the latest buying and selling activities of some of the best energy and technology investors. I covered SIR Capital, one of the best energy investors in recent years, but followed that with Donals Smith and Company, a deep-value firm with very little technology exposure. […]
Stock traders and capital gains-focused investors have their fingers crossed and capital bets on the Federal Reserve starting to cut interest rates soon. Based on recent inflation and employment data, I think it’s very possible that the Fed will not be that quick to cut rates. I am in the higher-for-longer camp and believe investing […]
Last week, in my 48-Hour Income service, we sold cash-secured puts on real estate finance company Arbor Realty Trust (ABR) and renewable energy company Bloom Energy (BE). In 48-Hour Income, the goal of the service is to generate 1% to 3% returns per week by selling 2-day puts in certain stocks. Both ABR and BE […]
The Biden administration’s pause on approvals for new liquified natural gas (LNG) liquefaction projects has tanked the price of natural gas. The low prices will curtail production, eventually leading to higher prices. This is the time to invest to profit from the price recovery – and here are my favorite ways to do it… Natural […]
