Portfolio holdings 6-3-16
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Business Is Bad? Blame the Millennials
$FB Does Facebook run the risk of being blocked at work? While this might seem a remote possibility, it is certainly one to be considered when the stock has a P.E. of 50. “Less than 50 percent of…
Fund holdings 5-31-16
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Energy Funds: When Discounts Don’t Go Deep Enough - MoneyBeat - WSJ
Poor article but good quote- As the late financial analyst Raymond DeVoe said, “More money has been lost reaching for yield than at the point of a gun.” As the late financial analyst Raymond DeVoe…
Fewer Shareholders Pay U.S. Taxes on Dividends
Another reason why volatility will pick up over the summer. A new study showing that a shrinking fraction of shareholders of U.S. corporations pay taxes on dividends is bolstering a drive to revamp…
Portfolio holdings 4-29-16
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U.S. Corporate Profits on Pace for Third Straight Decline - WSJ
The stock market rout over the Summer and the beginning of the year led to a broad decline in animal spirits of the consumer. It's starting to be readily apparent in the earnings commentary on 1st…
$UA Under Armour Insider selling reminds me of how overpriced the stock is
Under Armour trading at 57 forward P.E. is near all time highs which is amazing considering that the market seems to be in a major shift from growth to value. This doesn't seem to have gone…
Trump and Obama: A Night to Remember - The New Yorker
I try to stay out of politics for obvious reasons as some of my clients are Democrats and some are Republicans but all of them appreciate a good return on their investment. The Presidential contest…
$AAPL Insiders were telling you that Apple would crater on earnings
Insider selling is a very difficult thing to analyze. After all significant buying only means one thing but insiders could sell for a variety of reasons. We were short Apple going into earnings in…