XLNX: Xilinx
The chip shortage continues, and many people wonder who long it will go on. We think it will go on for some time, perhaps a year or more. But at…
The GEO Group (GEO)
To our eyes, most REITs seem to be perpetually over-valued. Investors seem to take the high-dividend payout equity as a bond substitute. This argument ignores the fact that REITs tend…
Freeport McMoRan (FCX)
Freeport McMoRan is a company Mark knows quite well. In his days as a project financial, he worked on deals to finance the company's copper, gold silver, and molybdenum mine…
ViacomCBS (VIAC)
Viacom is what most investors would call a value stock in the media space. But, instead, these folks saw it as a no-growth company that was having some trouble around…
KNX: Knight Transportation
Knight Transportation is an "old economy company." They transport imported products from ports to distribution centers and retail outlets where people make their thoughtful purchases. This article is for paid…
MicroStrategy (MSTR) Update
You have to admire the conviction of Michael Saylor, CEO of MicroStrategy. The company, or should we say, the CEO decided to sell more debt to buy more Bitcoin. This…
AAPL: Apple Still the Most Interesting Stock in the World
On Monday, Apple presented its World Wide Developers Conference. The WWFC is a significant event, as 100s of companies that contribute to the Apple ecosystem were in attendance looking for…
CVS Health Corp (CVS)
Today we are going to take another look at CVS. This article is for paid members - please login or subscribe for access.
Update: Emerging Markets Asia (EEM as a Substitute for EEMA)
Yesterday we discussed the merits of investing in the Asian emerging market through the ETF EEMA. This article is for paid members - please login or subscribe for access.
Silver (SLV)
The Federal Reserve has been printing money like there is no tomorrow. Maybe they are doing so because there might not be a tomorrow for the Federal Reserve Board members…