It was the best of Apples, it was the worst of Apples—depending on what type of investor you are. At the same time a high-profile hedge fund manager was reducing his position in Apple during the second quarter of this year, legendary investor Warren Buffett was increasing his stake by 55%. Read More
Jim Pearce is the Chief Investment Strategist of Personal Finance, our flagship publication, and manages two trading services, PF Pro and Mayhem Trader. He began his career as a stockbroker in 1983 and over the years has managed client investment portfolios for major banks, brokerage firms, and investment advisors. Jim earned a BA from The College of William & Mary and the CFP designation from the College of Financial Planning.
Analyst Articles
We have to be careful when drawing conclusions about a president’s affect on stock market and the economy. For example, traditionally the pro-business Republican Party is regarded as good for the stock market, while the more regulatory-minded Democratic Party is viewed as an impediment to economic growth. However, no evidence supports those… Read More
Shares of Personal Finance Growth Portfolio holding Gilead Sciences (GILD) dropped nearly 9% in early trading on Tuesday after the company released its third quarter earnings report that fell short of last year’s results. Quarterly revenue of $7.8 billion this year was less than last year’s sales of $8.2 billion,… Read More
An update for all subscribers who still own the VF Corporation August 62.5 puts (initial sale Alert was issued last week). The stock continues to drift lower and the puts traded at $1.83 this morning, close to the $1.90 high from last week. I think this is a good exit… Read More
A trio of “old tech” companies reported quarterly earnings this week, which in the past would have drew yawns from stock market analysts. But with overseas investors fleeing the uncertainty of Europe and Asia for the relative security of the United States, many of these stocks have become de facto… Read More
If you like to profit from mergers and acquisitions, consider investing in our cash-flow rich Personal Finance Growth portfolio stocks. Last week I discussed how Danone’s buyout offer for WhiteWave Foods was an example of the merger and acquisition activity that the Brexit vote will spawn as nervous executives in Europe look to buy… Read More
In only one week the reaction to Britain’s vote to exit the European Union seems to have reversed course, swinging from shock to apathy. Despite dropping more than 5% in the two trading days immediately following the vote, the S&P 500 Index mostly recovered during the next three trading days… Read More
Mohamed El-Erian just echoed his gloomy economic forecast. Instead of using his “The New Normal” term for worldwide slow growth that he branded seven years ago, this time he used a new phrase: the “T-junction.” El-Erian’s T-junction means an economic intersection where you can’t go forward because the path we’ve… Read More
I’ve wondered why Warren Buffett didn’t own Apple (AAPL), since it epitomizes the type of stock he likes. It pays a solid dividend (2.5%), generates enormous cash flow, and is priced at a discount to the overall stock market based on its forward P/E multiple. That’s also why I own… Read More
Toward the end of a long and productive life, my late father-in-law came to live with my wife and me when he could no longer look out for himself. For a nonagenarian he was remarkably lucid and able to recall the details of his life many decades ago. So I… Read More