• 30 Apr
    Is This The Perfect Portfolio?

    Is This The Perfect Portfolio?

    • We’ll discuss how Robert Shiller predicted the stock market bubble in the 1990s and how it resembles the current situation.
    • We’ll also discuss the perfect portfolio.



    Introduction

    I recently listened to an interview with Nobel Prize winner Robert J. Shiller on the topic of finding the perfect portfolio. It’s a very interesting subject, so I’ll summarize the interview and discuss the key concepts.

    Before we dig deeper, let me first describe a few interesting interview intros. Shiller didn’t get the Nobel Prize for nothing as he correctly identified that stocks were in a bubble in the 1990s, and that real estate was in a bubble in the 2000s. More →

  • 27 Apr
    Is Kraft Heinz A Bargain Or A Falling Knife?

    Is Kraft Heinz A Bargain Or A Falling Knife?

    The Kraft Heinz Company (NASDAQ: KHC) is one of Warren Buffett’s strongholds and as we often discuss Buffett here, it’s appropriate that we also discuss his holdings.

    KHC is especially interesting now that it’s 40% cheaper than it was a year ago.



    Today, we are going to discuss:

    • What happened to KHC.
    • Is it an opportunity or trap?
    • Packaged foods trends.
    • What can we expect on the business side of returns?
    • Berkshire buying Kraft for $40 billion.
    • How to invest in KHC – Strategy.

    More →

  • 27 Apr
    Check The Holdings Of Your ETFs – It Just Might Be A SCAM

    Check The Holdings Of Your ETFs – It Just Might Be A SCAM

    • There are now almost more ETFs than stocks.
    • Many new ETFs have a fancy name, but no relation to the actual trend they are supposed to profit from.
    • We’ll discuss the new autonomous driving and electric vehicle ETF – DRIV!



    Introduction

    Yesterday, I came across a new ETF on autonomous drive and electric vehicles. As I’m interested in the sector, I decided to give it a look and what I found is shocking.

    I would like to take this opportunity to address an extremely important issue: given the mania surrounding ETFs, as they are perhaps the most popular investment products out there, I want to shed some light on the industry to show that not all ETFs are equal and you should really check an ETF before you invest in any such investment vehicle.

    Before I dig into specific ETFs, let me just give an intro on the industry. More →

    By Sven Carlin ETFs Investiv Daily
  • 26 Apr
    Here’s How A Defensive Investor Should Think About Stocks

    Here’s How A Defensive Investor Should Think About Stocks

    We all like common stocks, but in this stage of the economic cycle we should also be defensive. Therefore, it’s a perfect time to discuss Chapter 5 of Benjamin Graham’s book The Intelligent Investor – The Defensive Investor and Common Stocks.



    The topics we’ll discuss today are:

    • Four rules to follow when buying stocks.
    • Growth stocks.
    • Dollar cost averaging.
    • Investor’s personal situation.

    More →

  • 25 Apr
    Here’s Why You Should Worry About What Happened In The Market Yesterday

    Here’s Why You Should Worry About What Happened In The Market Yesterday

    The thing with the stock market is that it gives you signals way ahead of time, but nobody wants to listen. The things I’ve been blabbering about over the past two years are the following:

    1. Higher interest rates will come just as the FED told us they would.
    2. Higher interest rates will squeeze valuations.
    3. Higher interest rates will slow down economic growth.
    4. Higher interest rates will slow down earnings growth.

    So, let’s start by discussing these.



    The 10-Year Treasury Passes 3%

    When the 10-year Treasury was below 3%, nobody seemed to care except a few crazy analysts like this scribe. However, when it crossed 3%, the market suddenly looked at what had been going on for nearly the last two years. More →

  • 24 Apr
    Silver Is Up & This Miner Looks Like A Very Interesting Investing Opportunity

    Silver Is Up & This Miner Looks Like A Very Interesting Investing Opportunity

    • Silver is up slightly which is interesting from a mining perspective.
    • I’ll analyze Pan American Silver to continue with our sector analysis.
    • This article ends with a comparative table of the miners analyzed up to this point.



    Introduction

    Last month, I discussed how silver looks like an interesting risk reward hedge to whatever might happen in the future, from loose monetary policy to even increased industrial demand.

    I’ve discussed some silver miners that also represent interesting investing opportunities, so today I’ll first give a short update on silver and continue with my discussion on a few silver miners. More →

  • 23 Apr
    This Market Is Getting Crazy – Here’s How Buffett Says To Invest In It

    This Market Is Getting Crazy – Here’s How Buffett Says To Invest In It

    • We’ll discuss some news first, including commodity prices, chip guidance, and covenant ratios.
    • Then we’ll put things into perspective and see what an investor can do in this market.
    • I’ll give you a few tools that will make investing easy for you, if you can handle them.



    Introduction

    Last week, the stock market was positive for half of the week and then negative for the remainder. More →

  • 20 Apr
    If What The CEO Says Plays Out, This Silver Stock Could Explode

    If What The CEO Says Plays Out, This Silver Stock Could Explode

    • We’ll discuss the value of the silver First Majestic has in the ground.
    • We’ll also discuss the value of the company in relation to silver prices.
    • And we’ll discuss the corporate governance and the stories AG’s CEO likes to tell.



    Introduction

    I recently wrote about how silver looks good from a risk reward perspective. One of the most interesting silver stocks is First Majestic Silver (NYSE: AG).

    AG has been severely hit over the last two years, and it’s now time to look at whether it is a bargain or not, or if the risks are too high. More →

  • 20 Apr
    Curious About Marijuana Stocks? Here’s What You Need To Know About This Booming Industry

    Curious About Marijuana Stocks? Here’s What You Need To Know About This Booming Industry

    • We are going to look into the economics of the cannabis industry.
    • The stock we’re analyzing today is Canopy Growth.
    • We’ll finish with what to do as a cannabis investor.



    Introduction

    When the market is overvalued as it is now and the probabilities of a recession hitting the economy soon are high, one might look for alternative investments to see whether there are some better risk reward opportunities, or at least to find ways to take advantage of the trend.

    Two such hot investment trends are marijuana stocks and lithium miners which we discussed yesterday. Today, I’ll touch on marijuana stocks to see whether they will ultimately be a fad that will burn investors or if there is some actual sector earning capacity. More →

    By Sven Carlin Investiv Daily Marijuana
  • 19 Apr
    Lithium Is Hot, But Here’s What You Need To Know Before Investing In The Trend

    Lithium Is Hot, But Here’s What You Need To Know Before Investing In The Trend

    • Is the current decline a lithium buying opportunity?
    • We’ll analyze the sector, and the key factors to watch in the industry.
    • I’ll use a bottom up approach and discuss the company Lithium Americas.



    Introduction

    We all know the story about lithium and the expected surge in demand coming from the electric vehicle boom. However, some stocks haven’t performed as many expected in the last few months, and I want to look at what’s going on to see whether it’s a buying opportunity or if we should still stay clear of lithium miners.

    Today, I’ll use a bottom up approach to discuss Lithium Americas (NYSE: LAC). By analyzing the company, we will see how it fits in the lithium environment and what we have to seek out when analyzing investments as there is a high likelihood that lithium will be the place to be over the next 10 years due to its lightness.  More →

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