Daily Posts Archive

After much thought and soul-searching, I’ve compiled a list of the Seven Deadly Sins of Growth Investing. I hope it does your investing soul a lot of good. Here it is. My apologies that I couldn’t match the elegant, single-word terseness of the original.

The decade-long secular bull market (early 2000s to 2014) in commodities is over, which means the next 10 years will probably bring generally “low” commodity prices. Who will that benefit? I think it will be retail and consumer-oriented companies, as consumers have more money to spend, and as input costs for food or materials decline and stay down. Thus, I’m on the hunt for some retail-related companies that can make huge runs during the next bull phase.

Earlier this week, USA Today ran an article about insider stock buying, noting that CEOs of 16 top companies had been busy loading up on their company’s shares. The report noted that these executives bought their stock in the open market at market prices.

Infrastructure stocks have taken off since Donald Trump was elected President. Here are a few that I like for 2017 - and one that I really like.

Oil and the stock market are moving in tandem now. But as these two charts show, that’s rarely been the case.

I have a lot of stock market advice written down. And it turns out that over the years I’ve been fairly consistent in the small cap advice that I’ve given during challenging markets. Most of the advice is the same each time the you-know-what hits the fan, as it’s been doing lately. For example, in the spring of 2010, small caps were in correction mode, and ultimately fell 15% before finding bottom.