For anyone who owns a security, whether it is a stock, bond, mutual fund, or ETF, it is important to understand a little bit about how the market works. The media and the investment community make this a little harder because we’re often told that the “market” is doing things that aren’t always its fault. […]
What Did The Market Just Do? Nothing – Here’s Why. Read More »
We’re in the thick of annual report season and today I skimmed through the report of the most boring company in my portfolio. It is…drum roll…Rollins. Huh? Who? Yup, that’s right. Rollins, Inc. Rollins deals with bugs, mice, termites and other pests. Reading about Rollins is about as dull as it gets. I love this
Boring is Beautiful Read More »
As an equity investor, we’re looking to find great businesses in which to invest our capital. In my case, I’m retired, but I have a good chunk of my savings invested in equities – stocks and equity mutual funds – that I expect will grow over the next 20 years. I’m not looking for businesses
Finding Great Companies Read More »
Many of us, myself included, believe that we can grow our wealth by buying shares of publicly traded companies. There are thousands of companies that are traded on US and international exchanges, all of which are available to us as investors. So how do we choose? I’ve written a bit about analyzing companies and creating
By any measure, long-term diversified equity (stock) investment builds wealth. This is not to say, I can put all my money in Fred’s Computer Chip Company and become rich. But if I invest in a diversified basket of well-researched stocks, or a nice low-cost S&P 500 fund, history shows that I’ll grow my wealth. Read
Take Advantage Of Market Over-Reaction Read More »
It’s Proxy season again. If we invest in a number of companies, we’ll likely find quite a few emails in our inbox telling us to Vote Now! While this may look like a scam, it’s not. This is the time of year when companies issue their annual reports and invite shareholders to vote on key
What the heck is a board of directors anyway? In today’s post, we’ll talk about 2 recent events that demonstrate the difference between an effective board of directors and a not so effective board. Before we do, let’s talk about what a board of directors does. Public Companies All public companies have a board of
A Tale of 2 Boards Read More »
That’s a lot. But, let’s put it in perspective. My wife and I have 64% of our net worth invested in equities. The 64% is a mix of individual stocks and some mutual funds. We’re both retired, so we need our investments to grow and generate income to pay our bills. If we live to
I Spent $13,967 For An Investing Class Read More »
This one is a slippery slope for me. As a rule, I will not buy shares of a company that I’ve sold. But there have been a few exceptions… Selling I don’t make a sell decision easily. I generally start to see a pattern that puts my thesis at risk and I watch for a
Buying Shares Of A Company I’ve Sold Read More »
I’ve written a few posts lately about how I’ve gotten investment ideas. I talk a lot about how I loved the Netflix DVD by mail service and after a little bit of research, I decided to make an investment in the business. More recently, I wrote about General Mills and their move into pet food.
Solar Was A Bad (Investing) Idea Read More »