Investment Models – Need to Know

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This article was originally published on MastersInvest.com. Over the last 20 years or so I’ve studied the world’s greatest investors and I’ve tried to unpick the characteristics that have made them successful. While business schools all over the world focus an inordinate amount of time on teaching students how to model, I’m yet to find an […]

How Corporate Debt Confirms The “Everything Bubble”

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I have been warning about the “Everything Bubble” for the last several years, but the sheer enormity of this global bubble makes it difficult to encapsulate into a single article. As a result, I’ve found it’s easier to examine this bubble by breaking it down into its smaller, bite-sized components. In this piece, I will […]

7 Highest Yielding Dividend Stocks In James Dondero’s Portfolio

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This post is brought to you by Finbox.io. Sign up for your completely FREE trial today! Highland Capital released its quarterly 13F filing with the SEC on February 14th which highlighted a number of high yielding dividend stocks that the firm owns. Although Highland Capital and James Dondero may not be a household name, it’s […]

Why Alaska Air Group’s Stock Is Primed To Take Off

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This post is brought to you by Finbox.io. Sign up for your completely FREE trial today! Acquisition of Virgin America instantly delivers hard-to-enter new markets. Premium value strategy paying off with $25 billion Leisure Enthusiast market. Wall Street analysts and my valuation models agree on potential stock price appreciation. Record-Setting Air Travel Since the end […]

A 58% Wipeout Is “Best Case”!

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Two of of the best “tried and tested” ways to rapidly grow your wealth are to: Use leverage in a rising market and Flog equity at ever rising prices (à la Tesla) Both methods work, but leverage is not unlike that smoking hot girlfriend you used to have who was, let’s admit it, pretty unhinged. […]

Why Recent Volatility Is a Gift For Investors

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Warren Buffett’s teacher, Benjamin Graham, once wrote: “The investors chief problem – and even his worst enemy – is likely to be himself.” The market’s recent volatility can give investors an opportunity to reflect on some common psychological pitfalls and not be their own worst enemies. Investors damage themselves mostly by selling stocks when they […]

6 Big Name Stocks Hedge Fund Managers Are Selling

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This post is brought to you by Finbox.io. Sign up for your completely FREE trial today! Amazon.com, Inc. (Nasdaq: AMZN), Microsoft Corporation (NYSE: MSFT), and Paypal Holdings Inc (NYSE: PYPL) among stocks that top fund managers are selling. Quarterly 13F Filings Reveal Trading Activity Among Largest Fund Managers Last Wednesday was an important day for […]

Deficits Do Matter

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The Federal Reserve (Fed) has increased the Fed Funds rate by 125 basis points or 1.25% since 2015, which had little effect on bonds until recently. Of late, however, yields on longer-maturity bonds have begun to rise, contributing to anxiety in the equity markets. The current narrative from Wall Street and the media is that […]

8 Golden Rules For Investing In Cryptocurrency

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With the meteoric rise of Bitcoin, the cryptocurrency market is finally hitting the mainstream… However, it’s still a highly volatile, risky investment – and that’s exactly why you need some solid principles to guide your decisions. So in this guide, I’m going to cover 8 of my golden rules for investing in cryptocurrency – designed […]

A Wesco Aircraft Insider Is Buying Shares. Should You?

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This post is brought to you by Finbox.io. Sign up for your completely FREE trial today! A Wesco Aircraft Holdings, Inc. (NYSE: WAIR) insider bought $2.2 million worth of stock on Friday. This transaction is notable when considering all recent insider activity, the company’s earnings beat, and the stock’s low valuation. Insider Buying: Wesco Aircraft […]

Technically Speaking: The Bear Still Cometh

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In our portfolio management practice, we focus on weekly and monthly data to smooth out daily volatility. Since we are longer-term investors, our focus remains on being invested during rising (bullish) trends and more heavily weighted to fixed income and cash during declining (bearish) trends. Therefore, the only data that really matters to us is […]

How Amazon could lose its health-care bid while drug distributor stocks win

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Amazon.com has been one of the most innovative and disruptive companies of this century, with incredible success in areas that lie outside of what has been historically perceived as its core business (book selling). Thus every announcement or speculation that Amazon will enter into a particular industry sends stocks of that industry into a tailspin. Investors […]

NuVasive, Inc: Prognosis Is For A 25%+ Gain

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This post is brought to you by Finbox.io. Sign up for your completely FREE trial today! Wall Street analysts and finbox.io’s fair value model see major appreciation ahead. NuVasive’s international growth and focused cost containment set the stage for gains. Revenue and cash flow comps indicate the stock is underpriced versus its peers. Spinal Surgery […]

Housing Recovery? Or Another Fed Driven Inflation?

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Last week, John Coumarianos penned an interesting piece discussing the surge in home prices over the last few months. To wit: “The psychological factors are harder to assess. People aren’t flipping condos for sport the way they were during the bubble when mortgages were available to anyone regardless of whether they had income or assets. […]

The Great Bear Market Of 2018 – 02-16-18

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Bear Market Of 2018 The Real Bear Is Still Coming Remaining Bullish For Now Rebalancing Suggestions Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha The Bear Market Of 2018 Let’s start with where we left off last weekend: “Currently, we do not know whether the current corrective […]

The end of the low-volatility regime.

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Why the “VIX tantrum” may be only a minor blip compared to the algorithmic turbulence yet to come. The following article was originally published in “What I Learned This Week” on February 15, 2018. To learn more about 13D’s investment research, please visit our website. As John Authers wrote for The Financial Times last Friday: “The violence […]

Now What? 02-09-18

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Market Review & Update We Now Know The Rate “Bang” Point Has The Oil Bust Started? What Next? Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha Market Hits Correction Levels It seems like it was just last week, that I discussed the risk of a bigger corrective […]

Lecture on Studying Financial History (Russell Napier)

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Russell Napier’s Lecture on Financial History   (60 minutes) https://event.on24.com/eventRegistration/console/EventConsoleApollo.jsp?&eventid=1568744&sessionid=1&username=&partnerref=&format=fhaudio&mobile=false&flashsupportedmobiledevice=false&helpcenter=false&key=7381A6A8D270C66A75C736D44257317E&text_language_id=en&playerwidth=1000&playerheight=650&overwritelobby=y&eventuserid=190902439&contenttype=A&mediametricsessionid=156958791&mediametricid=2247562&usercd=190902439&mode=launch A good lecture on integrating past lessons into today’s current conditions. A CFA composite book on Financial History: Financial History CFA Institute If you do study financial history like the period of the Internet Boom then collect books and articles from many perspectives AND look at […]