Pepsico: exceptional quality rarely comes cheap, it's a buy

PepsiCo and its high-quality portfolio of brands tend to provide shelter in tough economic environments, as well as sequential and steady growth. As o...

March 24, 2023, 5:08 pm

A new bank etf could throw its weight around early

It seems like every day a new ETF launches, but 30 years in, it's only rarely that one makes me say “...

March 21, 2023, 10:30 am

The case for value in tesla shares

Tesla (NASDAQ: TSLA) is usually viewed through the lens of growth investing and the stock's residence in well-known growth benchmarks such as Nasdaq-1...

March 7, 2023, 9:16 am

This isn't a good look for chicago fed president austan goolsbee

Former Chicago Fed President Charles Evans was the best of the best. He was thoughtful, flexible and rarely...

March 2, 2023, 2:16 pm

Recent stock purchase/sale february 2023

There are two notable trades that are not buys this month as I decided to shuttle Haleon plc and GE HealthCare Technologies. ...

February 27, 2023, 9:20 am

Flc: valuation looking attractive

FLC has begun to trade at a discount, which this fund has rarely done since the GFC. With the pace of i...

February 10, 2023, 3:30 pm

Brazil’s economic challenges are again lula’s to tackle – this time around they’re more daunting

By Marc-Andreas Muendler, University of California, San Diego and Carlos Góes, University of California, San Diego Even when they’re in trouble, Br...

February 1, 2023, 11:09 am

3 telecom stocks that will be big winners in 2023

The term “big winners” rarely comes to mind when discussing telecom stocks. That's because of their...

January 27, 2023, 11:37 am

Vodafone: an undervalued 'buy' here

Vodafone is a company I've invested in before, but it's rarely been in as good a position as it current...

January 25, 2023, 2:32 am

7 real estate stocks that may not survive 2023

Although the housing market soared through the first two years of the post-pandemic new normal, the challenge now is that the paradigm shifted, necess...

January 11, 2023, 6:31 pm

Are you missing the paper story?

Supply and demand are out of balance in the Paper and Related Products industry, which is leading to pricing strength ...

January 11, 2023, 1:33 pm

Charlie munger: how to invest in stocks and real estate

Charlie Munger (Trades, Portfolio) is a billionaire investor and the vice chairman of Berkshire Hathaway ( BRK.A , Financial)( BRK.B , Financial), the...

January 11, 2023, 12:29 pm

Shv: the wait is finally over. a nice place to hide, for now

SHV invests in US Treasury Bills with maturities from 3 months to 12 months. After 15 years of rarely m...

January 1, 2023, 8:42 am

The market calls the fed's bluff

Markets are rarely straightforward.

The Fed dots and commentary from Powell were more-hawkish...

December 14, 2022, 8:32 pm

Stanley druckenmiller on inflation, recession and investing

Stanley Druckenmiller (Trades, Portfolio) is a legendary macroeconomic investor who has a net worth of $6.4 billion. He ...

December 14, 2022, 11:59 am

Ihf: the best health care etf money can buy?

IHF tracks 70 U.S. Health Care provider companies. Fees are high at 0.39% per year, but IHF is the best-performing Health Care ETF over the last three...

December 6, 2022, 6:32 pm

Time to buy lululemon (lulu) & ralph lauren (rl) stock?

With it rarely being wise to bet against the U.S. economy or the strength of the nation's consumers, he...

December 5, 2022, 9:04 pm

Revisiting orkla - it may be interesting here

I've written about Orkla before - not that often, but a few times. Orkla is a company that needs to be bought at extreme discounts. It has a tendency ...

December 1, 2022, 3:08 pm

Update on assa abloy: current 'buy' with limited upside

Assa Abloy is a superb, fundamentally sound company with great operations and a solid portfolio. The company is ...

November 23, 2022, 11:11 pm

Intel corporation yields over 4%, now's the time to buy

Intel has a long history of paying dividends. Intel rarely yields more than 4%....

August 21, 2022, 8:01 am