A big, fat dividend. Plus China, Brazil and their need for iron.
Right now, protection against inflation is the most important investment goal
To illustrate the inflationary pressure we are experiencing, I’ll draw an analogy to personal household finances.
Still bullish on Reading International - here's why
On August 4th, Reading reported Q2 earnings that were nothing short of spectacular. With the 60% growth in book value from last quarter, the gap between where the stock currently trades and the book value has actually widened.
Stocks provide more opportunity today than any time in the last 20 years
The evidence seems to be telling us that equities are becoming quite attractive. The dust probably hasn’t settled yet, but we believe the bargain bins are filling up.
Good reasons for going international
Diversification by country, currency, sector, region, riskiness, or growth-rate is always compelling in portfolio management.
Now's the time to focus on mean reversion trades
Hope for more Fed intervention coupled with fear about Europe will likely create large price swings in stocks in the next months.
Another recession is not probable until the rate curve inverts
The sky is falling! (But no double dip...)
We're still in a secular growth period for hard and soft commodities
We will not let a market correction deter us from buying stock of producers that supply the developing world.
August presented the opportunity we were waiting for - here's what we bought
For the first time, the full intended composition and shape of the portfolio can now be seen.
Stock trading lessons from NASA's Apollo program
Some trades will blow up, and that's no big deal. As long as the trader knows why, he is fine.