Back on August 25, 2025, exactly 7 months ago today, I got a bee in my bonnet about energy stocks. 2 recurring themes in the news got me thinking. AI was everywhere – and with it came a voracious appetite for electricity, and a not-so-new theme around our aging electrical grid. For anyone interested, you […]
7 Month Check-In on Energy Read More »
I’ve become a big fan of covered call options. They have a small but important place in my investment strategy. A covered call option is a contract we sell to another investor that allows them to buy a security that we own at a specified price on or before a specified date. A single covered
Another Way To Use Covered Call Options Read More »
I talk a lot about conviction when I’m discussing the companies in which I invest. I do my research and compare a company to others in the same industry and decide if this is the best investment for me. Then I write up a quick 15 minute thesis – why I like the company, what
This Is What Conviction Looks Like Read More »
This morning I noticed that Kontoor Brands was up 20%. Wow! I’m sure most folks are saying “Who the Hell is Kontoor? Never heard of them.” The few of us who know Kontoor likely know because in 2019, VF Corp, the maker of Vans sandals, and Timberlake and Northface outdoor gear decided to split off
A Look At My Losers Read More »
This morning, I read 2 very informative articles on clark.com. For those who haven’t followed closely, Clark Howard is my favorite cheapskate. I was first introduced to Clark on my favorite podcast. He talked about a few ways to save money. The one I remember most was his advice to use a shaving razor blade
Stealing From Clark. Some Interesting Stats on Stocks and Market Returns Read More »
Monday morning I spent some time at my local Apple store. My visit reminded me what a great company Apple is. And before we dive in, I like to differentiate great companies from great investments. To me, there is a difference. I think of a great company as a company that provides an oustanding product,
Apple Is A Great Company Read More »
For many of us, a portfolio of mutual funds and ETFs is perfect. Whether we have passive funds that track an index like the S&P 500, or active funds in which a portfolio manager chooses a basket of securities, we leave the hard work of choosing individual securities to the professionals. But for some of
Why Buying a Basket of Securities Makes Sense Read More »
I don’t like Bitcoin and I’ve often recommended that readers stay away and go with a nice low-cost S&P 500 fund instead. And if you really feel the need to own some, keep the position to a very small percentage of your investable assets. But I also realize that I’m wrong sometimes and Bitcoin is
I Own Some Bitcoin, But That Doesn’t Mean I Have To Like It Read More »
Is a recession coming? Is the market overpriced? (and what does that even mean?). Are we due for a pull-back? No one wants to make a rash financial move, so before we commit our hard-earned money to a stock or mutual fund purchase, we want to be sure we’re not buying at market highs. Bank
Keep Buying Stocks (or funds) Read More »
I write a lot about evaluating companies and tracking performance, as well as the wealth building track record of the S&P 500, but how does a beginning investor get started buying stock? Before we jump in, a couple of thoughts. Owning Shares of a Company First, I don’t like to think about investing in equities
A Beginner’s Guide to Buying Stock Read More »