Best Investments in Solar Energy
There are several reasons why solar energy is going to be an increasingly important part of the total energy picture for the foreseeable future. Climate and pollution issues are driving energy production away from fossil fuels and toward clean, renewable energy. Across the world, the middle class is growing and with it the demand for more energy. Meanwhile the technologies involved in industrial scale manufacturing of solar products are becoming faster, more efficient, and cheaper. The best investments in solar energy will be in those companies that best use these factors to generate […]
Investment Risks of Holding Cash
An article on CNBC caught our attention. Nearly 1 in 5 Americans are stashing cash at home in fear of a recession according to the folks at CNBC. Perhaps they are trying to emulate Warren Buffett whose silent warning for investors is that his company is holding more than $100 billion in cash assets because he cannot find investments that he believes will be profitable over the long term at current prices. Or maybe they are thinking about the 1933 bank holiday when President Roosevelt suspended all banking transactions within 36 hours of taking […]
Investments for the Coming Recession
Have you thought about investments for the coming recession? What? Isn’t the market going to surge forward when Trump makes a deal in the trade war with the Chinese? Hasn’t the market defied every critic for years and years? The answers are “possible” and “yes.” However, every bull market ends. And, the ones that last the longest and run the highest often have the worse fall. As the economy cycles, we will see a downturn sooner or later. The bond market is betting on soon and on a downturn that will last a […]
Investing Metrics You Should Pay Attention To
Shortsightedness is never a virtue in investing. Time and time again over the years too many investors jump into bull markets too late, stay too long, and lose their shirts. Along with the assessment of intrinsic stock value, what are the investing metrics you should pay attention to when investing in stocks today? Here are a few thoughts on the subject. Our treatment of this is in no way complete but rather intended to point investors in the right direction during a time of market uncertainty.
What Are Investing Metrics and Why Should You Care?
As noted […]
Will There Be a Trade War Peace Dividend?
The president stated recently that there is a partial deal in the works to advance talks in the trade war between the USA and China. Part of our speculation as this story has played out is about what investments will do well when the trade war is resolved. In that regard, Apple rose to an all-time high on the news. Will there be a trade war peace dividend? If so, this is the time to jump in with both feet. Or, is this just more posturing with a permanent trade war the more […]
Is Microsoft a Buy and Hold Investment?
High tech stocks have been the drivers of the longest bull market in U.S. history. But, how long will the rally last and are any of the tech darlings buy and hold material? From the depths of the U.S. financial crisis and stock market collapse until now, stocks like Apple, Amazon, Microsoft, Alphabet (Google), and Facebook have been big winners. However, no market rally lasts forever. Fears of a permanent trade war with China, a 2020 recession, and FANG investment risks, are causing analysts to downgrade many of these companies. One venerable tech stock […]
Best Investment Opportunity
An overlooked investment sector is outshining all of the rest this year. While everyone is in love with the FAANG stocks and buying real estate, utility stocks have been having an exceptional year. Utilities are not just the best investment opportunity and best stocks to invest in right not. They are traditionally excellent long term investments with strong intrinsic stock value.
Why Are Utility Stocks Good Investments Today?
Market Watch writes about the hottest stock-market sector. And, guess what? It is the utilities!
It may not surprise you that utility stocks have fared well as […]
Risks of Investing in China
Another brick in the trade war wall between the USA and China was laid last week when the White House suggested that Chinese stocks might be delisted from U.S. stock exchanges. Stocks fell briefly before a White House spokesperson denies the “rumor.” We have written for years about the risks of investing in China. A few years back we discussed the flight of capital from China. Wealthy Chinese were taking the money they made during China’s economic rise and using it to start businesses, buy property, and simply move their money out of China. […]
Why Buy and Hold Disney?
Disney is a name that everyone recognizes. Their theme parks are famous for the attractions as well as the long lines. Watching Snow White and Mickey Mouse cartoons has been part of childhood for generations. But, can Disney survive on the revenue from their theme parks and old movies? Aside from the famous name, why buy and hold Disney? The answer lies in one word, content! If you have not been paying attention, here is an update on the venerable and also forward-looking company.
Investing in Walt Disney Company
Walt Disney Company (DIS) has been a part […]
What Are Your Investment Alternatives?
What Are Your Investment Alternatives?
As noted in a recent CNN business article, investors are “holding
their noses” and buying stocks because “there is no alternative.”
TINA
(There Is No Alternative) has become a popular mantra on Wall Street. It
explains why stocks are near record highs despite concerns about trade tensions
with China and what’s expected to be another round of lackluster corporate
earnings next month.
Not
even a huge surge in crude prices Monday following an attack on Saudi oil
facilities over the weekend was enough to dampen investor enthusiasm all that
much. The Dow fell a little more than 150 points, or about 0.6%, Monday. That’s
a pretty tame […]