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Brendan O'Boyle

 
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  • Be Careful With Gilead - It May Be Time To Take Profits
    Tue, Nov. 25 GILD 236 Comments

    Summary

    • Gilead is a wonderful company trading at a reasonable valuation.
    • Yet Gilead's explosive growth has created extremely lofty expectations.
    • Last quarter's results were disappointing - the stock has considerable downside if earnings continue to disappoint.
    • This article examines the bear case for Gilead - high growth companies are always risky.
  • The Next Time You Evaluate A Stock Consider The Return At Constant Valuation
    Mon, Nov. 17 BP, CVX, DE 5 Comments

    Summary

    • Valuations of individual stocks vary far more than the businesses they represent.
    • Yet, valuation is an inescapable part of total return.
    • Predicting changes in valuation is at best difficult and at worst a fool's errand.
    • Evaluating potential investments at constant valuation may change how attractive they appear.
  • Legacy Reserves: The Time To Accumulate Is Now
    Tue, Nov. 11 LGCY 46 Comments

    Summary

    • Master Limited Partnerships (MLPs) have sold off in the recent market correction.
    • Oil has also sold off, creating a double blow particularly among upstream MLPs.
    • For investors comfortable with the risks and hungry for yield, Legacy Reserves appears to offer an attractive entry point.
  • What Bull Market? The Dow Jones Industrial Average Is Flat Since 2007...
    Tue, Nov. 4 SPY, DIA 6 Comments

    Summary

    • The Dow Jones Industrial Average is a bellwether index.
    • While the price weighted Dow Jones is less meaningful than the market-cap weighted S&P 500, analysis is simplified by the smaller number of companies.
    • Due to a declining number of shares available, investors may be overestimating the run-up in prices that has occurred during the present bull market.
    • The market cap adjusted Dow Jones Industrial Average is no higher today than at the crest of the 2007 bull market when adjusted for inflation.
  • Is A 30% Return In 2013 A Good Reason To Sell Your Stocks?
    Wed, Jan. 8 SPY, DIA, QQQ 10 Comments
  • Buy Parexel International On Increasing Pharmaceutical Contract-Research Spending
    Thu, Jan. 2 PRXL 4 Comments
  • Codexis Incorporated: A Strong Biopharma Turnaround Play
    Dec. 11, 2013 CDXS 4 Comments
  • Deep Risk Or Shallow Risk: Should Investors Choose Stocks Or Bonds?
    Nov. 29, 2013 DIA, SPY, QQQ 4 Comments
  • Year-End 2013: An Average Bull Market Year
    Nov. 21, 2013 SPY 11 Comments
  • Hospira Incorporated: Unappreciated Upside Due To A Promising Biosimilar Pipeline
    Nov. 17, 2013 HSP 3 Comments
  • Dude Where's My Taper?
    Sep. 22, 2013 AET, DE, DVA 24 Comments
  • Tetraphase Pharmaceuticals: A Compelling High-Risk / High-Reward Biotech Investment
       • Jul. 29, 2013 TTPH 6 Comments
  • Is The Recent Sell-Off In Closed-End Funds A Buying Opportunity?
    Jun. 17, 2013 BNA, CEF, PDI 26 Comments
  • Is The Threat Of Rising Interest Rates A Reason To Avoid Dividend Growth Stocks?
    Jun. 10, 2013 SDY 17 Comments
  • 5 Reasons To Tune Out The Noise And Do Nothing
    May. 28, 2013 AZO, CEO, CMI 10 Comments
  • It Is Time To Sell (Not So) High Yielding Bonds
    May. 13, 2013 COP, RAI, SO 1 Comment
  • The S&P 500 Is Approaching A Buy Signal
    May. 13, 2013 SPY 2 Comments
  • What Can The Kentucky Derby Teach Us About The Stock Market?
    May. 6, 2013 AAPL, AXP, DE 7 Comments
  • What Return Should Investors Expect From The Market In The Next 10 Years?
    Apr. 22, 2013 SPY 22 Comments
  • The Downside Of Buying Stocks On Sale Through Selling Puts
    Editors' Pick • Apr. 15, 2013 SPY 30 Comments
  • PIMCO's Dynamic Income Fund Is A Buy
    Apr. 7, 2013 PDI 26 Comments
  • Analyzing My Performance Near Quarter's End
    Apr. 2, 2013 AAPL, CVX, DG 2 Comments
  • When Searching For Dividend Growth Look For Share Count Reduction
    Mar. 21, 2013 SPY 29 Comments
  • The S&P 500 Is Trading For 17.9x Last Year's Earnings, Not 13.7x Next Year's Earnings
    Mar. 6, 2013 SPY 16 Comments
  • The S&P 500 Is Approaching A Sell Signal
    Feb. 24, 2013 SPY 11 Comments
  • Heinz Acquisition Marred By Allegations Of Insider Trading
    Feb. 17, 2013 HNZ 6 Comments
  • An Investing Strategy That Is Half Warren Buffett And Half Nassim Taleb
    Feb. 5, 2013 BOND, CB, GIS 44 Comments
  • Evidence For Distortion Of The Market Caused By QE3
    Jan. 11, 2013 CVX, HUN, IBM 16 Comments
  • On Secular Vs. Cyclical Bull And Bear Markets
    Jan. 7, 2013 SPY 6 Comments
  • Is Now The Time To Buy Municipal Bonds?
    Dec. 30, 2012 MUB, MUNI, PMF 16 Comments
  • Approaching The Fiscal Cliff As A Nash Equilibrium
    Editors' Pick • Dec. 30, 2012 AAPL, AFL, CVX 422 Comments
  • Has The Market Already Priced In A Resolution To The Fiscal Cliff?
    Dec. 20, 2012 JNJ, RIO, WFC 4 Comments