Over the last few months I have been working on a much formalized strategy to define position sizes and risk management in the portfolio. This new strategy borrows elements of downside risk protection from short term traders (the best of them win because they manage risks properly), as well as many ideas from the new… [Read More]
Other Non Member Content Archives
These articles are free to read for everyone.
I speak live with Benzinga’s Joel Elconin on the Premarket Show. Broadcast on Dec 2, 2016 at 8:35 am. My segment starts at 31:42 in the stream embedded below
Join me September 20th, at 3:15 – 4:15 p.m. PT / 6:15 – 7:15 p.m. ET, as I host live twitter chat with Schwab (Q&A Panel on Current Market Trends). The panel will include discussion on trading and current market trends following Brexit. Audience members will be able to ask questions during this segment. Moderated… [Read More]
I again had the opportunity to speak with Brian Bain from Investor in the Family who has a very popular investing podcast on iTunes. We discussed the market conditions today and where the opportunities can be found. Take a listen: The original podcast is posted on Brian’s site at Investor in the Family
At this time in the market there is no shortage of stocks selling at low multiples of their fundamentals. There is blood in the streets, specially among the small and mid caps, and of course the value assets have suffered in the last couple of years. This makes low P/E stocks even more enticing from… [Read More]
If you’re a professional or self-directed investor, regardless of sector or style, I want to let you know about a unique online event coming up that I’m excited about and honored to be included as a speaker. Eight successful investors will share how they approach investing as an overall philosophy and what their highest conviction… [Read More]
On Dec 23, 2014 we exited our position in Stewart Information Services (STC) at $36.50/share. The shares were acquired at an average cost (including commissions) at $31.01/share on Aug 9, 2013. The stock was a little over 5% of the portfolio when it was sold. While we did not reach our target sell price for… [Read More]
This issue has been resolved. Thank you for your patience The new process of requesting invitations to become a Premium member was communicated yesterday morning and the response was terrific. Unfortunately, around 1:00 pm Eastern Time (US), the servers at the 3rd party list management system I use (Aweber) crashed under load and they are… [Read More]
Some very important changes are coming to the Value Stock Guide Premium registration process. Please click through and read if you have thought about membership in the past.
Quick short note to share that my article on beta from months ago has been cited and excerpted in Prof. Luc Nijs book on Mezzanine Financing. The book was published in Oct 2013 and the link below goes to the Google Books picture of the page where the citation can be found. We are in… [Read More]