Articles by admin

Q: Hey, Andy. You’ve written about sectors you like. How about sectors you don’t? Are there sectors I should avoid investing in?
A: Yes and no. Okay, here’s the “no” argument…
Dismissing the smallest sectors (antique cars, for example)… the most boring ones (making pencils)… or the oldest ones (agriculture, anyone?) would be a mistake. Any of them could become the star of your portfolio.
Listen, I’m the first to admit I like big, fast-growing, exciting, new and different markets. But I’ve also seen unlikely sectors give birth to startup superstars. Take Uber (taxis) and Harry’s (men’s shaving), for example. Neither sector was …read more […]

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously… …read more […]

Many investors are still learning about the various metrics that can be useful when analysing a stock. This article is… …read more […]

A look at the shareholders of CGI Inc. (TSE:GIB.A) can tell us which group is most powerful. Institutions will often… …read more […]

Economists are divided about when the next U.S. recession will arrive, but they largely agree on this: the country will need to fight it with a massive fiscal program, and be ready to swallow deficits that may eclipse the trillion-dollar shortfall run by the Trump administration this year. Past discussion has focused on the Federal Reserve as the more powerful first responder, and how rising U.S. debt carries its own risks. Now talks are about how much money ought to be spent and where it should go – whether to infrastructure, programs to counter climate change or direct …read more […]

Today we’ll do a simple run through of a valuation method used to estimate the attractiveness of AdvanSix Inc… …read more […]

We often see insiders buying up shares in companies that perform well over the long term. The flip side of that is… …read more […]

The external fund manager backed by Berkshire Hathaway’s Charlie Munger, Li Lu, makes no bones about it when he says… …read more […]

Hormel Foods Corporation (NYSE:HRL) is about to trade ex-dividend in the next 4 days. Ex-dividend means that investors… …read more […]

Cambridge Analytica whistleblower Christopher Wylie blasted Facebook’s continued influence after its widely publicized data scandal, …read more […]

(Bloomberg) — No president in modern history has followed the stock market more obsessively as a barometer of success than Donald Trump. You can see it in the dozens of tweets he’s sent referencing the Dow Jones Industrial Average, in the way every record is celebrated while lurches are pinned on the Democrats.Turns out, he might actually be onto something.While it’s long been accepted that prosperity influences elections, the role of the market itself in picking winners has started to get more attention in expert circles. A few keen observers noticed that in 2016, stock returns turned negative a few …read more […]

(Bloomberg Opinion) — America’s second shale boom is running out of steam. But don’t panic just yet, a third one may be coming over the horizon.The U.S. Energy Information Administration published its latest short-term energy outlook last week and has cut its forecast of oil production by the end of 2020 for the fourth straight month. It now expects American output to rise by just 370,000 barrels a day over the course of next year. That will be the slowest growth in four years and is yet another indicator that the latest period of rapid shale expansion is faltering.The number …read more […]

U.S. Senator Elizabeth Warren’s Democratic presidential campaign this week challenged Facebook’s policy that exempts politicians’ ads from fact-checking, by running ads on the social media platform containing the false claim that Facebook CEO Mark Zuckerberg endorsed President Donald Trump’s re-election bid. “Facebook changed their ads policy to allow politicians to run ads with known lies – explicitly turning the platform into a disinformation-for-profit machine. Facebook Inc’s policy has come under fire from another Democratic front-runner in the 2020 race. …read more […]

It is a big week ahead, with corporate earnings, trade talks, Brexit and economic data in focus. There’s also the IFM meetings and the EU Summit. …read more […]