Investment Strategy
Readers occasionally ask me what I think the best investing books are, or what I recommend reading. The truth is, while I've read a lot of investing books and there are tons of good ones, the most powerful resources I've found are online. Compared to other things I've read, the free writings of billionaire investors have been the most useful. … [Read more...]
I recently wrote an article on Seeking Alpha that outlines three growth stocks I bought in early January. In general I prefer dividend stocks and ETFs, but the Q4 sell-off hit tech growth stocks particularly hard, and briefly brought many of them down to reasonable prices. These three stocks all have strong long-term revenue growth, good … [Read more...]
This article provides three diversified investment portfolios based entirely on index ETFs for passive, hands-off investors. Personally, I find that a combination of index funds and individual stock selections works best for me, and is what I often recommend. Between one-half and two-thirds of my net worth is in index funds while the rest is in … [Read more...]
Gold stocks, meaning companies that mine gold or finance gold production, are currently out of favor. That's why it's not a bad idea to add a little gold and/or gold stock exposure to your portfolio as a hedge while it's cheap in my opinion. This article takes a look at the role of gold stocks in a portfolio, and explains why there are four … [Read more...]
Micron Technology (MU) is a highly cyclical semiconductor company that produces dynamic random access memory (DRAM) and flash memory (NAND), and is working on emerging new memory technology as well. The stock recently fell from over $60/share to nearly $30/share, and is trading roughly at book value now. The company has a trailing … [Read more...]