The market continues to recover from last week’s short but intense decline. In our portfolio there’s been a dearth of news flow. That’s fine with me. I think we could all use a little less stimulation and step back from our computers and devices...
When a company announces a secondary stock offering, it can be a huge buy signal. That was especially the case for these three small-cap stocks.
A Cheap Price and a Safe, High-Yield
These are humbling times for market prognosticators. Who saw the coronavirus coming? Who saw the market surging 47% from the lows in late March?
The last several months have beautifully exemplified why no one can predict the market the...
Patience Will Pay Off
This week, we profile Liberated Syndication (LSYN), an under-the-radar podcast hosting company in secular growth that is about to announce the results of a strategic review. Make sure to use limits when buying LSYN as the stock is very illiquid.
The S&P 500 has had a tremendous run-up. It’s due for a correction, although it’s not yet indicating that the correction is imminent. Be cautious. Use stop-loss orders and/or pare back positions on stocks that have retraced early 2020 highs.
The Big Idea
We’ve enjoyed tremendous success investing early in off-the-beaten path insurance brokerage companies.
This success is due, in large part, to selecting technology-enabled companies with business plans developed around efficiently capturing, and keeping, clients.
These companies include Goosehead Insurance (GSHD) and Everquote (EVER). Both rapid-growth,...
How to Monitor Future Trouble in the Housing Market
U.S. stock markets continue to rise, carrying the majority of our portfolio stocks upward. There’s price resistance on the S&P 500 index at about 3,200, so that’s where I will anticipate an end to the run-up...