With a single vote, England just screwed us all
Well written piece. Not sure where it all goes but it brings up things that need to be said. The dream is over. Source: With a single vote, England just screwed us all
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…