Tag: investors
What Is The Halloween Strategy?
The Halloween strategy, Halloween effect, or Halloween indicator, is a market-timing strategy based on the hypothesis that stocks perform better between Oct. 31 (Halloween) and May 1 than they do between the beginning of May through the end of October. The strategy posits that it is prudent to buy stocks in November, hold them through the winter […]
Finding Your “Perfect Investment Opportunity”
If you had to list out all of the qualities of a “perfect investment opportunity,” what would be on your list? Some people might pick things like “huge total addressable market,” or “the opportunity to get rich with little to no risk.” But for me? I look for companies who make products I love… Have […]
How Do You Make Money In Private Deals?
As investors, there’s one question we should know the answer to before committing any funds… No, it’s not the valuation or the deal terms (although those are important)… The #1 thing we must understand is how we – the investor – will make money. To answer this question, we first have to take a step back and […]
How To Start Investing Sustainably (Without Sacrificing Financial Return)
Although sustainable investments have been around for centuries, they are usually centered around individuals’ personal or religious beliefs. More commonly, in the capital markets, investors mainly target short-term profits and consistent returns while choosing investment vessels. But, a sudden change in the last few decades has led investors to demand more than financial returns from […]
A Post-Pandemic Investment Boom?
Executive Summary Increased S&P 500 earnings expectations likely to help drive higher capex Portfolio managers prefer firms invest for the future Easy access to capital and recent underinvestment should set the stage for capex growth Cyclical sectors and EM are seen as beneficiaries Capex Comeback It’s mid-year and earnings season is on tap. 2Q21 […]
Are Hotel REITs Attractive Again?
Many investors are playing the recovery trade, looking for those stocks and companies that are not yet out of the pandemic woods, but should see a substantial improvement in their business results as the economy continues to open. Hospitality and travel-related companies are popular stocks for this investment strategy. However, with the hospitality-related REITs, shares […]
Is There Still Time To Be Bullish On Bonds?
As low as interest rates have been lately, it doesn’t seem to have diminished investors’ appetite for government bonds. A yield under 1.50% for 10-year Treasury notes is not a detriment, apparently, when the rest of the developed world is also in an ultra-low rate cycle. Bond investors may have assumed the looming threat of […]
The Simplest, Safest Way To Earn 14.6% Per Year From Stocks
Let’s chat about making some real money in stocks. I’m talking about 14.6% returns per year, every single year. I know, my 14.6% annual number sounds pedestrian in a world where peddlers are hawking virtual (pretend?) coins with pups on the cover. But my returns are real—and spectacular for investors who are patient. With this method we can double […]
8 Saving Money Tips From Warren Buffett
“Long ago, Ben Graham taught me that ‘Price is what you pay; value is what you get.’ Whether we’re talking about socks or stocks, I like buying quality merchandise when it is marked down.” ~Warren Buffet Letter to shareholders, 2008 Warren Buffett’s net worth is $108.2 billion dollars in mid-2021, making him the sixth wealthiest […]
7 Cheap Stocks Under $15 To Buy Now
Cheap stocks let you diversify your portfolio, while still offering long-term growth potential Cheap stocks are always popular and with good reason. Not everyone has a huge investment account and cheap stocks let you spread your money around. Instead of spending everything on one or two shares of a tech giant or an electric car company, […]
