Investiv Daily

  • 13 Apr
    Starbucks Makes A Great Latte, But Is It A Great Business?

    Starbucks Makes A Great Latte, But Is It A Great Business?

    • The key is to determine whether SBUX is a great business and if there is more room for growth.
    • SBUX might be the best low risk way to invest in China.
    • A recession is something to keep in mind, plus there are other risks.
    • A look at the price tells a lot about the stock here.



    Introduction

    I still remember very well how I was looking for stocks to buy and contemplating whether to buy McDonalds (NYSE: MCD) at $19 in September 2002. I was happy I didn’t buy as the stock dropped below $13 by December of the same year on the first announced loss, profit warnings, broken growth story, the CEO leaving, and restructuring costs. More →

  • 13 Apr
    Tahoe Resources Looks Cheap, But Beware The Risks

    Tahoe Resources Looks Cheap, But Beware The Risks

    Tahoe Resources (NYSE: TAHO) is a perfect example of the risks when investing in miners. Its stock price has preformed terribly in the last 5 years, and the final blow was when the government of Guatemala suspended operations at its flagship Escobal mine. More →

  • 13 Apr
    What The Last 100 Years Can Tell Us About Our Long Term Returns

    What The Last 100 Years Can Tell Us About Our Long Term Returns

    At the beginning of this century, London Business School professors Elroy Dimson, Paul Marsh, and Mike Stauton wrote a seminal book on stock market investing titled Triumph of the Optimists where he described what has happened over the past 100 years.

    Today, we’re going to go through his findings and through his updated findings that he publishes annually for Credit Suisse in order to see what we can expect from long term investing returns.



    We all think the stock market is the best and only thing one should invest in, but is it really and were the last 100 years just the triumph of the optimists? Let’s find out. More →

  • 12 Apr
    Here’s One Way Chinese Retaliation Could Really Hurt Investors

    Here’s One Way Chinese Retaliation Could Really Hurt Investors

    • You don’t own Alibaba, and you can’t own it.
    • Today, we’ll discuss how Chinese companies list on U.S. markets and 10 risks that go alongside that.
    • Do you trust Jack Ma?



    Introduction

    Many of the stories out right now are about tariffs, trade wars, and the negotiations between the U.S. and China on trade. President Trump is playing hard ball as the U.S. trade deficit with China is huge and getting bigger. More →

  • 11 Apr
    Looks Like Blood Is In The Streets In Russia – Should You Invest?

    Looks Like Blood Is In The Streets In Russia – Should You Invest?

    As I’m writing this, the Russian ETF (ERUS) has lost 12% in one day. As many value investors know, you need to buy stocks when there is blood in the streets so I’ve had many questions about whether this is an opportunity or a trap.

    Let’s take a look at what’s going on, look at the fundamental perspective, and the stock market perspective on investing in Russia.



    More →

  • 10 Apr
    Here’s How To Get Out Of Debt & Start Accumulating Wealth

    Here’s How To Get Out Of Debt & Start Accumulating Wealth

    Investing in stocks is just one part of your financial life picture and perhaps secondary, not primary.



    Stock price fluctuations and the amazing success of the past 35 years make it seem like the stock market is the most important thing when it comes to your finances. However, in this motivational personal finance article, I’m going to discuss something more important and touch on the complete personal finance picture which in the end, if done smartly, will lead you to your financial goals. The stock market might not lead you to your goals as 30 years of negative cumulative returns aren’t uncommon. More →

  • 09 Apr
    These Will Be The Causes Of The Next Recession

    These Will Be The Causes Of The Next Recession

    After a long period of stillness, we are finally seeing two-way markets which is a clear indication that the market is looking for direction.



    Last week we saw two days with drops larger than 2%, and the so called Kudlow rally on Wednesday. More →

  • 06 Apr
    Graham Has Some Words Of Wisdom For When The Market Crashes

    Graham Has Some Words Of Wisdom For When The Market Crashes

    Today, we’ll continue on with our series on The Intelligent Investor and applying Benjamin Graham’s everlasting knowledge to the current market in order to avoid doing stupid things while taking advantage of others’ stupid actions.

    Graham’s data goes up to 1971, so we’ll first look at his data and later discuss the insights that can be applied to the current market situation.



    The main points Graham emphasizes that we can learn much from are:

    • The varying relationships between stock prices and their earnings and dividends.
    • It’s important to understand the manner in which stocks have made their underlying advance through the MANY cycles of the past century (emphasis mine).
    • Look at successive ten-year averages of earnings, dividends, and stock prices.

    More →

  • 05 Apr
    We’re At the End Of The Current Economic Cycle – Get Ready For A Wild Ride

    We’re At the End Of The Current Economic Cycle – Get Ready For A Wild Ride

    Yesterday, we discussed what’s going on with stocks. One of the explanations is that the market is pricing in the end of the economic cycle. If that’s true, there is a lot more downside for stocks.

    Let’s see what the latest economic news is, how that fits the economic cycle, what the probability for a recession is, and what we should expect from stocks.



    Economic News

    The economic news is relatively good. Jobless claims have reached the lowest level in history. More →

  • 04 Apr
    This Is Why The Stock Market Is Crashing

    This Is Why The Stock Market Is Crashing

    • I’ll discuss the short-term perspective on what is going on, and the long term.



    Introduction

    I’ve been writing about the risk the stock market carries forever now. However, nothing was really happening until the last two months when volatility spiked and stocks actually went below their all-time highs. More →

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