Has Natural Gas Finally Hit Bottom? [View article]
Great question...and to be candid Clean Energy (CLNE) is not the only stock we like in natural gas; it just happens to be right around the corner from us and is truly positioning itself to be a market leader in this space. We'll dig more into this in future articles but Westport Innovations (WPRT) is another well covered stock that has potential. One company that is also quite appealing is TravelCenters of America (TA). This may actually present the best near-term opportunity of the bunch for those investors who are not as patient.
The bottom line is this...there are a number of companies that will jockey for position but our take is that even though it's early...this is a play on "fuel of the future".
Jimvickery- Thanks for the comment and of course I've looked at charts going back that long....and even longer. This article, however, was intended to bring up an actual and specific time period where I had clients asking to buy gold at all time-highs and I didn't opt for the old "yes sir" head nod. Back to longer-term charts...like many I look at them but it's usually "rearview mirror" stuff. (per my point) Take a look at Gold versus the S&P from 1973 to now...
March Madness: Final 4 Investing Bracket 2013 [View article]
Thanks Barry....and by the way...I wish you a happy retirement in advance!
We have liked KMP for quite some time and will continue to monitor and cover it. The one thing to keep in mind with this "bracket/exercise" though...is that the overall message is if you owned a bit of all that we suggest here you're likely to beat most investors.
March Madness: Final 4 Investing Bracket 2013 [View article]
Thanks for the feedback and follow. Yes...We will be posting the results from last year shortly ...
As for INTC...are you looking forwards or backwards? Our pick is not on how it's done but rather how we think it should do relative to others in the bracket. I couldn't agree with you more in that Intel has done zilch for a long while...but that's not what we're judging it on. We think it could outperform the broad market in 2013 and while we're waiting for it to do so we will enjoy a dividend of 4.26% (as of this writing)
March Madness: Final 4 Investing Bracket 2013 [View article]
Thanks for the good words. This a fun way for us to share some of our investing themes as well as specific holdings we like each year. INTC is still licking some of its wounds but we definitely see upside and the healthy dividend sure helps while we wait.
March Madness: Final 4 Investing Bracket 2013 [View article]
They were last year! In our 2012 bracket we picked $CNI and they did well. Canadian National Railway was up 24.4% over 12 months relative to 10.6% for the S&P over that same time period.
March Madness: Final 4 Investing Bracket 2013 [View article]
We'll see how $ARNA does... I have to say...this could be one of those stocks that triples but so many investors are too scared to touch it. That's partly the appeal/risk of biotech in general but in this case the educated gamble is amplified.
We think it's worth nibbling at as part of the overall Small Cap asset class...
March Madness: Final 4 Investing Bracket 2013 [View article]
Totally agree! What's intrigued me for years are the theories of Behavioral Finance. Every self-directed investor I've ever met thinks and typically presents supportive reasons/evidence for why their investment choice should go up. It's how we're wired.
PS...and yes..Go Zags! You've obviously got a great squad there and I hope they make some noise.
March Madness: Final 4 Investing Bracket 2013 [View article]
Thanks for the feedback. Hopefully you read the bracket right. Just like Indiana..we feel Conoco (COP) will advance a couple of rounds in our bracket and outperform the index...ergo beat the #1 seed (IVV) over the next year.
The recent environment on Apple speaks to how so many recent (not all) investors didn't really buy the company for the fundamentals. The actual numbers perhaps validated their acquisition but they mainly bought the stock because "it was Apple" and it's going up... and everyone has iPads... etc
If this correction ("harvesting") shakes out those who were dying to buy it at $700 but now believe the Apple story is dead....my point will be made. This world class company is still boasting some of the most attractive fundamentals any growth investor could ever dream of. 12 times earnings, tons of cash, the dividend blah blah blah...
Same company folks... Don't get too scared...Isn't this an opportunity?
Sheep To The Slaughter: Beware The Great Bond Bubble [View article]
Timely article in that it has some great quotes and communicates some obvious risks to bonds.
When this 'bubble' pops, however,...there will be no shortage of "I told you so" type articles or experts who go back to "the writing on the wall".
The problem here is that most will not have done much to be proactive in repositioning assets they actually manage. The solution requires much more sophistication than just going to cash or shortening up maturities.
Most 'experts' called for a rough bond year at the end of 2010. Some also pounded the table on hyper-inflation. How did that all turn out? Others then figured it was better to be a year early selling corporates but in the meantime $LQD is up another 10.6% over one year. Also...how did shorting treasuries work out for those following the "Bond King" (Bill Gross) work out? There are lots of experts out there but make sure to separate news from noise...
For those investors whose allocations call for 40%, 60%, or even 80% in bonds... What are you going to do now?
This coming week we will be discussing a solution on the My Portfolio Guide Blog pages that will focus on what to do ahead of time instead of simply pointing out the potential risks. The risks are glaringly obvious at this point-
2 Ways To Acquire A Stake In Twitter At A Discount [View article]
Facebook was the best stock pick of the year for us....In that we did NOT buy it.
Several clients of course asked about getting exposure to it prior to the IPO and these two holdings were ones we researched. I'm obviously glad we decided against it and feel the same about Twitter.
Just like Facebook it's hard to ignore the buzz Twitter will get but I'm not convinced they'll monetize anything that warrants getting early exposure to it. Thanks for the article though and for what's it worth...I just tweeted it!
Has Natural Gas Finally Hit Bottom? [View article]
One company that is also quite appealing is TravelCenters of America (TA). This may actually present the best near-term opportunity of the bunch for those investors who are not as patient.
The bottom line is this...there are a number of companies that will jockey for position but our take is that even though it's early...this is a play on "fuel of the future".
Has Natural Gas Finally Hit Bottom? [View article]
Thanks for your comment
Has Natural Gas Finally Hit Bottom? [View article]
Fool's Gold [View article]
This article, however, was intended to bring up an actual and specific time period where I had clients asking to buy gold at all time-highs and I didn't opt for the old "yes sir" head nod.
Back to longer-term charts...like many I look at them but it's usually "rearview mirror" stuff. (per my point)
Take a look at Gold versus the S&P from 1973 to now...
March Madness: Final 4 Investing Bracket 2013 [View article]
We have liked KMP for quite some time and will continue to monitor and cover it. The one thing to keep in mind with this "bracket/exercise" though...is that the overall message is if you owned a bit of all that we suggest here you're likely to beat most investors.
March Madness: Final 4 Investing Bracket 2013 [View article]
As for INTC...are you looking forwards or backwards? Our pick is not on how it's done but rather how we think it should do relative to others in the bracket. I couldn't agree with you more in that Intel has done zilch for a long while...but that's not what we're judging it on. We think it could outperform the broad market in 2013 and while we're waiting for it to do so we will enjoy a dividend of 4.26% (as of this writing)
March Madness: Final 4 Investing Bracket 2013 [View article]
INTC is still licking some of its wounds but we definitely see upside and the healthy dividend sure helps while we wait.
March Madness: Final 4 Investing Bracket 2013 [View article]
http://seekingalpha.co...
March Madness: Final 4 Investing Bracket 2013 [View article]
We think it's worth nibbling at as part of the overall Small Cap asset class...
March Madness: Final 4 Investing Bracket 2013 [View article]
PS...and yes..Go Zags! You've obviously got a great squad there and I hope they make some noise.
March Madness: Final 4 Investing Bracket 2013 [View article]
Apple Harvesting [View article]
The recent environment on Apple speaks to how so many recent (not all) investors didn't really buy the company for the fundamentals. The actual numbers perhaps validated their acquisition but they mainly bought the stock because "it was Apple" and it's going up... and everyone has iPads... etc
If this correction ("harvesting") shakes out those who were dying to buy it at $700 but now believe the Apple story is dead....my point will be made. This world class company is still boasting some of the most attractive fundamentals any growth investor could ever dream of. 12 times earnings, tons of cash, the dividend blah blah blah...
Same company folks... Don't get too scared...Isn't this an opportunity?
Sheep To The Slaughter: Beware The Great Bond Bubble [View article]
When this 'bubble' pops, however,...there will be no shortage of "I told you so" type articles or experts who go back to "the writing on the wall".
The problem here is that most will not have done much to be proactive in repositioning assets they actually manage. The solution requires much more sophistication than just going to cash or shortening up maturities.
Most 'experts' called for a rough bond year at the end of 2010. Some also pounded the table on hyper-inflation. How did that all turn out? Others then figured it was better to be a year early selling corporates but in the meantime $LQD is up another 10.6% over one year. Also...how did shorting treasuries work out for those following the "Bond King" (Bill Gross) work out? There are lots of experts out there but make sure to separate news from noise...
For those investors whose allocations call for 40%, 60%, or even 80% in bonds... What are you going to do now?
This coming week we will be discussing a solution on the My Portfolio Guide Blog pages that will focus on what to do ahead of time instead of simply pointing out the potential risks.
The risks are glaringly obvious at this point-
2 Ways To Acquire A Stake In Twitter At A Discount [View article]
Several clients of course asked about getting exposure to it prior to the IPO and these two holdings were ones we researched. I'm obviously glad we decided against it and feel the same about Twitter.
Just like Facebook it's hard to ignore the buzz Twitter will get but I'm not convinced they'll monetize anything that warrants getting early exposure to it. Thanks for the article though and for what's it worth...I just tweeted it!
Happy Halloween: What Costume Is Your Financial Advisor Wearing? [View instapost]