Investiv Daily

  • 02 Oct
    Sunday Edition: Diversification or Accumulation?

    Sunday Edition: Diversification or Accumulation?

    Joel Greenblatt, in my opinion, is one of the greatest value investors of all time. 

    One thing that sets him apart from many other investors is his willingness to concentrate on a handful of deeply undervalued companies rather than diminish his returns through over diversification, or as Warren Buffett once said “diworsification.

    So how many stocks is the right amount to own to be diversified enough, yet not diminish your potential returns? More →

  • 30 Sep
    Index Funds: It’s Time To Stop & Reflect

    Index Funds: It’s Time To Stop & Reflect

    • Thinking for yourself and not doing something just because everybody else is doing it can get you far, especially in investing.
    • Equally weighted indexes have outperformed market capitalization weighed ones.
    • The solution is to look for common sense in investing and to look at valuations.

    Introduction

    Mutual funds and ETFs that track indices are very popular these days. The prevailing attitude is that only a handful of active investment managers can consistently beat the market and therefore it is best to just invest in the whole market. Investing in the whole market means buying a small piece of every company, or at least that is how it should be. In this article we’ll explain the biases behind index investing. More →

  • 29 Sep
    What Do Investments, Yields & Buybacks Tell Us?

    What Do Investments, Yields & Buybacks Tell Us?

    • The 10-year and 2-year treasury yield spread is getting smaller.
    • Investments peaked last year.
    • The market is standing on legs of hope coming from positive expectations. What are you standing on?

    Introduction

    We will take a look at yields, investments, buybacks and valuations, and look for trends that might trigger a bear market. More →

  • 28 Sep
    Earnings Season Is Approaching. Are You Ready?

    Earnings Season Is Approaching. Are You Ready?

    • Earnings will decline for the sixth consecutive quarter.
    • We question the 2017 forecasted earnings growth based purely on higher oil prices.
    • We’ll take a look at what can be done to limit your risks and increase returns.

    Introduction

    What we know is that for the last 5 quarters, the S&P 500 has had declining earnings. The situation doesn’t seem to change course for the next quarter, but most analysts expect earnings growth to come in 2017 as a result of a rebound in energy prices.

    As our readers know, this rebound should have already happened six months ago according to the same analysts’ expectations. In this article we’ll tell their story, but we’ll also analyze what else is out there that can influence future earnings. More →

  • 27 Sep
    Should You Worry About What’s Happening With Deutsche Bank?

    Should You Worry About What’s Happening With Deutsche Bank?

    • European stocks pushed global markets down after the German Chancellor said they will not help Deutsche Bank if it fails.
    • Europe still offers too much risk for the expected return.
    • In this article we’ll share two critical things you have to think about in order to weather all possible storms.

    Introduction

    After a long and quiet summer, stocks are showing increased volatility. Last week’s FED decision not to increase interest rates has quickly been forgotten as markets try to digest news from Europe where increased fears over capital requirements for Deutsche Bank, which sent European markets down on Monday.

    In this article, we’ll assess the depth of the issue and look for the real reasons behind the European 2% market move on Monday morning. More →

  • 26 Sep
    An EV Future: Investing Dos & Don’ts – Specific Investment Opportunity Disclosed

    An EV Future: Investing Dos & Don’ts – Specific Investment Opportunity Disclosed

    • We won’t mention Tesla (except for right here).
    • Margins are essential for profitable long term investments.
    • Alternative related investments seem like the best option for low risk, high reward pre-hype investing opportunities in the electric market, the opposite is true for oil.

    Introduction

    The rumor is that Apple Inc. (NASDAQ: AAPL) is searching for a partner to develop a car that many believe will be all-electric. This would be only one additional player in the long line of automotive manufacturers that have embraced the electric trend.

    In this article, we will look at how big the electric trend really is and what the investing opportunities and risks related to the new trend are. More →

  • 25 Sep
    Sunday Edition: Why Assignments From Put Sales Enhance Income Generation

    Sunday Edition: Why Assignments From Put Sales Enhance Income Generation

    I have wanted to write this for quite some time because it needs to be said. I’m sure I will piss off a few people but I can live with that if a few others grasp the wealth building concept I’m trying to make.

    A little over two years ago we launched our Rebel Income newsletter with a focus on income generation by selling put options, collecting dividends, and writing covered calls.

    The impetus behind launching this service was the current retirement crisis where most retirees have severely underfunded retirement accounts—the average account balance of those between the age of 55-64 is $104,000—and we live in a world of negative interest rates. More →

  • 23 Sep
    A Gesture of Goodwill?

    A Gesture of Goodwill?

    • There is a difference between accounting and economic goodwill.
    • Facebook’s $18 billion goodwill acquisition of WhatsApp looks a lot like AOL Time Warner’s goodwill of $128 billion.
    • Economic goodwill not on balance sheets is what to look for. Unfortunately, you won’t see it anywhere.

    Introduction

    Accounting is an essential part of analyzing a company as different accounting regulations and principles bring about totally different analysis results.

    In today’s article, I’m going to give you a small piece of insight on how I do research, how it differs from the usual screening processes that most use, and why it is important. I won’t elaborate on all the possible inconsistencies instance-by-instance as that analysis is better left to books on accounting. Instead, we will discuss one small line item on the balance sheet, goodwill, and how it can severely skew one’s perception of a company. More →

  • 22 Sep
    Enjoy Your Organic Apple, But Think Twice Before Investing In Organics

    Enjoy Your Organic Apple, But Think Twice Before Investing In Organics

    • As growth slows down, investors panic and sell stocks of good companies which can create a value opportunity.
    • Conventional food retailers are entering the organics market increasing general competition.
    • It all boils down to valuation and fundamentals.

    Introduction

    Organic food stocks have been very rewarding to investors who understood the trend from the beginning.

    High margins and a growing customer base has attracted many competitors, squeezing margins, lowering comparable sales, limiting growth and affecting profits. Such a situation is especially bad for growth stocks because as their growth slows down, the high valuations are no longer justified. The consequence is a sharp decline in stock prices as the first estimate misses arrive and guidance becomes more conservative. More →

    By Sven Carlin Investiv Daily Organics Stocks
  • 21 Sep
    Heavy Machinery & Auto Stocks – Is Now The Time To Buy?

    Heavy Machinery & Auto Stocks – Is Now The Time To Buy?

    • Heavy equipment seems to be in the midsts of a supply glut where the risks outweigh the rewards.
    • Emerging markets are the key for car manufacturers, and positioning for growth there is essential.
    • Car manufacturers offer the possibility for long term outperformance by proper due diligence and geographic growth analysis.

    Introduction

    Heavy equipment, machinery and automotive manufacturing are important parts of the economy, but the sector is a cyclical one. In periods of economic growth, the majority of people buy new cars, and new infrastructure and homes are built, which increases the demand for machinery. However, this demand only lasts up to a point after which people have already purchased their new car—and aren’t likely to replace it for 7 years—and there is an abundance of machinery available as machinery is typically made to last for more than 20 years. More →

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