KBH Homes: KBH
The equity markets are as richly priced as they have ever been. We showed a chart in yesterday's post that equities are trading at a historically all-time high price-to-sales ratio.…
Big Blue: IBM
There was a time when IBM dominated the technology space. That was the day of the mainframe computer, which has long passed. The main frame was cast aside for distributed…
A Time to Hedge?: SPY
Over the last four months or so, we have found a bunch of undervalued stocks. This caused our overall posture to swing from bearish to bullish by default. Fortunately for…
General Electric: GE
GE is a company that used to bring good things to life. There was a time when GE made the best industrial and hard goods products in the business... full…
Real Estate: VNQ
The financial media is holding on to the idea that there is hope for real estate. But when examining investment in real estate, there are two factors to consider. This…
AMT: American Tower
Most every stock in the public markets has fallen on the bear path. The big exception is the oil & gas stocks running along with crude oil, natural gas, and…
Will the Worm Turn in Apple? (AAPL)
Apple has been and continues to be the must-own stock for individual and professional investors everywhere. Berkshire Hathaway is a significant shareholder and gives it high praise. This article is…
Crown Castle (CCI)
Ever wonder who owns those cell phone towers you see everywhere? On such company is Crown Castle. This article is for paid members - please login or subscribe for access.
Marriott International (MAR): Should I Stay or Should I Go?
People are starting to travel again. We are not surprised by this. We are generally more surprised by how long it took for people to step out. This article is…
UBER: Adverb, Having the specified property to an extreme or excessive degree
UBER is one of the Unicorns that have caught the imagination of investors looking for disruptive technology. Most people know it for its ride-sharing services and, more recently, food delivery.…