• 29 May
    Graham’s Take On Financial Advisors

    Graham’s Take On Financial Advisors

    I’ll continue summarizing Graham’s book The Intelligent Investor and today, we’ll touch on a very delicate subject: the investor and their advisors.

    As I offer stock market research services, you can put me into both the investor and advisors group. Let’s first see what Graham has to say and then discuss the current environment.



    Seeking Investment Advice

    As Graham is in favor of investing in businesses, he considers seeking investing advice naïve. More →

  • 28 May
    This Stock Is A Canary In A Coal Mine For The Economy & You Should Be Paying Attention

    This Stock Is A Canary In A Coal Mine For The Economy & You Should Be Paying Attention

    History tells us that when the FED starts to raise interest rates, sooner or later the economy will be hit.

    Today, we’ll discuss what’s going on with rates and the economy, and where we are in the current economic cycle in order to determine portfolio risk exposures.



    The Relationship Between Interest Rates & The Economy

    If we take a look at the chart below representing the effective federal funds rate, we can see that usually but not always, a tightening period is followed by a recession depicted by the grey columns. More →

  • 27 May
    Is Newell Brands A Bargain Or A Trap?

    Is Newell Brands A Bargain Or A Trap?

    We all probably use something from Newell Brands (NYSE: NWL) at least on a weekly basis.

    Figure 1: Newell’s brands. Source: Newell.



    When such a company with so many strong brands gets into trouble, one must always look at whether it’s an opportunity or a trap. More →

  • 25 May
    How Much Should You Really Have Saved By 35?

    How Much Should You Really Have Saved By 35?

    Megan Markle just became the new Duchess of Sussex at 36, and with that, how much you should have saved before 35 has become a viral thing. I’ve seen articles about it everywhere, from Morningstar to the Wall Street Journal.

    The common finance standpoint is that you should have saved at least twice your yearly salary by 35, which is an achievement many compare to marrying a British prince. More →

  • 24 May
    What’s Going On With Dividend Stocks?

    What’s Going On With Dividend Stocks?

    • Dividend investments have been loosing ground lately.
    • If the FED raises rates 4 times in 2018, there will be more ground lost.
    • However, there is a dividend strategy that will do well no matter what happens.



    Introduction

    One of the most loved investing strategies is dividend investing.

    Dividends are something that we can see giving us a reward at least once a year and are a much more sure thing than many other possible investment returns. However, lately dividend investors haven’t been having a great time as, while dividend years have been going up, asset prices have been going down, especially for many of the most beloved dividend stocks. More →

  • 23 May
    Energy Storage Is The Next Big Trend – Here’s What You Need To Know Before Investing

    Energy Storage Is The Next Big Trend – Here’s What You Need To Know Before Investing

    • The technology is close to being profitable.
    • This will not only boost the industry, but also renewables.
    • Knowing what’s going on is key to profitable investing.



    Introduction

    Right now, solar is doing really well with the latest positive news being the state of California making it mandatory to install solar roofs on new houses by 2020.

    However, solar and wind energy, the drivers of renewable energy, are both very volatile and don’t produce most of their energy when it’s needed. You never know whether it will be windy, and solar energy is mostly produced during midday despite the highest consumption occurring in the evening. This leads us to the key component for renewables, which is energy storage.  More →

    By Sven Carlin Energy Sector Investiv Daily
  • 22 May
    Here’s What Graham Might Have To Say About Index Funds Today

    Here’s What Graham Might Have To Say About Index Funds Today

    The main difference between index fund investing today and in Graham’s time are the fees, which in some cases were up to a 9% entry fee back then while now you can buy a market fund with a yearly asset management fee of 0.04%.

    Further, in his time, there weren’t any actual index funds which are the key investment vehicles at the moment, especially if an ETF.



    Graham On Mutual Funds

    Graham believes that the average investor does better by investing in funds rather than investing is stocks directly as funds promote the “good habits of savings and investing.” Those good habits are, unfortunately, not promoted by ETFs as the only purpose of them are to be tradable which is something you don’t want to do when you are a defensive investor and own a fund.  More →

  • 21 May
    Here’s Why You Should Stop Chasing Returns & Focus On Managing Risk Instead

    Here’s Why You Should Stop Chasing Returns & Focus On Managing Risk Instead

    • Despite rising inflation, copper prices have been declining.
    • Higher interest rates are putting pressure on emerging markets and their $19 trillion of debt.
    • However, the best investing opportunities usually arise when things aren’t good.



    Introduction

    I was really bullish on copper when it was around $2 per pound a year ago, but now I’m not that bullish anymore as it is above $3. More →

  • 18 May
    This Online Advertising Pioneer Should Be On Your Radar

    This Online Advertising Pioneer Should Be On Your Radar

    As you know, I’m a value investor. This doesn’t mean I shun growth, and I always look for the perfect combination where value is coming alongside growth.

    Today, I’ll share my preliminary research on Criteo (NASDAQ: CRTO) which is doing business in the very interesting sector of online advertising. Hopefully, this will give you an idea for a stock to watch.



    Company Overview

    Criteo is a French digital performance marketing company that is behind many of the ads you see when you browse the internet. As online ads are becoming the key to target customers, it’s wise to take a look at one of the leading companies and industry pioneers. More →

  • 18 May
    Financial Markets Are Rigged & The Whole Economy Is Fake

    Financial Markets Are Rigged & The Whole Economy Is Fake

    • Low interest rates have created a unique situation.
    • Economies are fake because you don’t know what’s real value or smoke.
    • What you should do might surprise you as to play along isn’t such a bad idea.



    Introduction

    Something that’s easy to forget is that the current financial environment is rigged and not many discuss this because it’s done in a legal way.

    In today’s article, I want to quickly explain what has been going on in the financial environment over the last decade and how natural market forces are distorted in order to increase asset prices and enable the economy we live in to continue as it has for at least a while longer. More →

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