Apple was the first $1 trillion company. In May 2018 they announced a $100 billion stock buyback program. Their stock was over $225/share at the end of August. In November, Tony Daltorio, one of our panel of experts, wrote “Two Smartphone Makers Nipping at Apple’s Heels“. Apple’s stock dropped around 16% since Tony’s warning. Tony’s comments raised a huge red […]
» Read moreNo one cares as much about your money as you do! If a money manager doesn’t perform, they lose a client – you lose your money! Most money managers have a genuine concern for their clients however, they can make mistakes. One of the worst mistakes is not listening and understanding the needs those nearing retirement. In response to our […]
» Read moreMy broker/mentor was fond of saying; “It’s easy for investment advisors when the market is booming. When times are tough you learn who is doing their homework!” She was a veteran and the voice of experience. We looked out her office window and counted a dozen starter BMW’s in the employee parking lot. They belonged to their cadre of freshly […]
» Read moreDear Mr. Culp, I wish you the best in your new challenge. This Motley Fool article about your background is encouraging. Why am I writing this? During the Jack Welch era, GE contracted with my training company, Value Selling. GE’s needs were different. Jack’s vision was clear. Each business was required to grow market share and improve their profit margins […]
» Read moreWhen the Fed bailed out the banks at the expense of seniors and savers, interest rates tanked while investors sought out solid dividend-paying stocks. Interest rates are now rising, and the Fed remains hell-bent with continuing their aggressive monetary policies. Many pundits predict the market is due for a major correction. With a new Congress, there is much uncertainty on […]
» Read moreDuring the holidays I generally share mentoring ideas. A top article, in terms of positive reader feedback, appeared three years ago. As we have quadrupled our readers since then, my wife Jo suggested I update it – the message is timeless. We recently celebrated our 60th high school class reunion. I love to meet old friends and play catch up, […]
» Read moreI was in a quandary. Around the holidays I like to write upbeat articles about life and get away from the political melodrama and investment concerns. If I can’t come up with ideas, I sleep on it. Magically, in the middle of the night, an idea pops up. It didn’t happen this time! I got up, punched the button on […]
» Read moreWith our current political climate, the EU punishing Britain for Brexit, tariffs, trade wars, the Fed raising rates, record government deficits and whatever hysteria the media can create – the crystal ball is full of clutter. How should investors approach 2019? We’ve assembled a terrific group of highly regarded experts with excellent track records. Readers want me to use them […]
» Read moreThe Federal Reserve is raising interest rates. Higher rates = higher monthly payments = more defaults. Who will get stuck with bad loans? Wolf Street recently interviewed Mike Jackson, CEO of AutoNation, the largest auto retailer in the country: “We knew ‘free money would inevitably end. Affordability would become an issue…’ The double whammy are rising costs for highly leveraged […]
» Read moreIn response to our recent article about investing offshore, many readers asked for more information. They expressed many concerns, particularly about safety. Jamie Virjhof, Relationship Manager of Weber Hartmann Virjhof & Partners Ltd. recently interviewed me and addressed those concerns. I have permission to share it with our readers. Is International Diversification really necessary? Dennis Miller’s recent article, “Should Investors […]
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