- December 16, 2022
-
Download Issue
The stock market went nowhere for six months, but the recent trend is decidedly upward. Read More
Archive
Filter
We hold two BDCs in the PF Income Portfolio, both of which have held up remarkably well under the strain of rising interest rates. Read More
This month’s Personal Finance options recommendation includes two strategies, selling a covered call and selling a naked put on American Electric Power (Nasdaq: AEP) as described below. If you already own shares of American Electric Power, then you should consider selling a covered call against that stock position, but if… Read More
I believe the stock market’s current weakness is largely due to tax-loss harvesting. Read More
The combination of slightly higher revenue and a larger gross margin implies that its profitability should increase so I am raising our buy limit for NVIDIA to $180. Read More
I believe the year to come will be quite different from the past year, and I am reallocating our model portfolio accordingly. Read More
If the updated guidance provided by Extra Space for its full-year results is accurate, then Wall Street appears to be overestimating the dilutive impact of the Storage Express acquisition. Read More
While I am thrilled to see CAT finally getting the respect it deserves from Wall Street, it has risen so fast that I think its near-term upside potential is limited so I am changing Caterpillar to a hold. Read More
The hyper-dynamic process of constantly assigning values to businesses is what creates the opportunity for long-term capital appreciation. Read More
Wall Street is willing to assign a higher multiple to IBM’s future earnings after unloading its large but gradually diminishing services business. Read More