The Macro
The big picture has changed. US investors have changed from neutral to somewhat bullish to "get out of my way, I have to buy some stocks." This article is for…
Rio Tinto: RIO
If you think China's fiscal and monetary stimulus will help the Chinese economy get back on its feet, one should expect an increase in the consumption of commodities of all…
Buy Everything
Buy Everything. That seems to be the market's message after Election Wednesday. This article is for registered members - please login or click here to subscribe or register for free.
China Update
On September 28, we wrote a post suggesting the monetary and fiscal stimulus would be a shot in the arm for the price of Chinese stocks. This article is for…
Prediction Markets
As time goes on, it seems that we can bet on anything. Sports betting has always been a big deal, but it was largely ignored until the past few years.…
United Parcel Service: UPS
Two companies immediately come to mind regarding logistics and transportation: United Parcel Service and Federal Express. When we think of stocks, the financial media seems to be in one camp…
NXPI Inc.: NXPI
NXPI is a silicon chip design and manufacturing company. Its chips are used in a multitude of products. This is what we like. We do not like that we do…
General Mills: GIS
This highly charged technology stock run has left consumer staple stock prices behind. We do not think this phenomenon will continue forever. As value investors, we always look for good…