Portfolio holdings 6-19-16
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Housing Starts Fell 0.3% To 1.16 Million Rate, Building Permits Up
$BZH Beazer Homes at $7.55 is selling below its tangible book value MRQ of $19.15. Combined with insider buying and the fundamental back drop of millennials entering the house buying years, there…
Portfolio holdings 6-10-16
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Jim Chanos: Be wary of companies with lots of executive turnover | Fox Business Video
Chanos is a stunningly smart hedge fund manager who is famous for shouting out Enron first. His specialty is short selling and I really enjoyed this interview on an otherwise extremely boring TV…
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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