Investment Strategy
I recently wrote about a stock called Tapestry on FA Trader. You can read the article here. This is a highly profitable company with a strong balance sheet, but is facing headwinds. People who like Joel Greenblatt or Ben Graham style investing may find this one compelling. … [Read more...]
There is a common perception among investors that over the long term, small cap stocks outperform large cap stocks. In exchange for more risk, you get more reward. As it turns out, this is mostly untrue. The best small cap stocks offer more explosive upside potential, but as a group they don't really outperform large cap stocks. This article … [Read more...]
I wrote an article on FA Trader that discusses my favorite international (ex-US) equity ETF, if I could only pick one. Having some degree of global diversification is helpful, but there are plenty of landmines if an ETF is not structured well. I hold several international ETFs, but for people that prefer simpler portfolios, this is a good one in … [Read more...]
Cryptocurrencies are one of today's hottest asset classes to invest in. Bitcoin in particular has soared in price from pennies to thousands of dollars per unit in just a few years. But is it all a bubble, like the Dotcom era or tulip mania? Or is this just the start of something bigger, or even revolutionary? Price is what an investor pays, … [Read more...]
I wrote an article on FA Trader that looks through some of the higher-quality companies in the retail industry. There has been a big sell-off in many retail stocks, especially among ones that have exposure to China. It's a challenging industry to invest in, but this article sets the stage for readers to become familiar with some of the … [Read more...]