Today, I’d like to talk a little bit about Netflix. In last week’s post, I wrote about how I liked the show Ozark and how that lead me to investigate and purchase shares of Bank OZK. My wife and I are watching Killing Eve on Netflix now and I’m looking forward to starting the new […]
It’s Friday. You made it through another work week. Congrats. I have a bunch of quick thoughts for this week, so buckle up. I Love Dividends Over the last 5-7 years, as I was nearing retirement, and then entering retirement, I’ve become much more excited about dividend paying stocks. Read more here and here. What’s
I can’t count the number of posts where I’ve professed my love for the S&P 500. The S&P 500 is an index created and maintained by Standard and Poor. It is a list of the 500 largest US publicly traded companies, along with their weight in the index. Weight is determined by the size (market
The S&P 500 Isn’t the Only Game In Town Read More »
OK, not bye, bye, but I did sell some shares. Let’s talk about why. I don’t like to sell shares of the companies I own. I’m a big fan of letting my winners run. Apple, Amazon and Netflix have grown from small initial investments to huge portfolio holdings for me because they’ve performed so well.
This morning I got up, made coffee, my wife, dog and I went for a quick walk and I was looking for something fun to do while I finished my coffee. Like you, I thought to myself, wouldn’t it be fun to refresh my thesis on one of the companies in my portfolio. If you’re
Analyzing Stocks is Easier Than You May Think Read More »
For those who have read my prior posts on Intel and think I’m gloating, you are correct. While I’m taking a victory lap, there are some important lessons to learn from my Intel experience. I Was Optimistic About Intel Back in 2022, I had been reading a lot about the chip shortage. It was effecting
Lessons From Intel Read More »
Who doesn’t love tractors – right? That’s how I became a John Deere (ticker: DE) investor. At least, that’s how it started. Read on to see how I decided to buy shares and how I revisited my opinion on Deere this morning. Technology I like technology. I was the first person I knew who had
Updating My Thesis – John Deere Read More »
Today is turning out to be a rough day for Starbucks. And that after a pretty uninspired last few years. Time to worry? Let’s take a look. I love Starbucks (as an investment) If you’ve read my posts on building an investing thesis here, or dividend stocks here, you’re familiar with Starbucks. It is one
Rough Day for Starbucks – Evaluating an Investment After a Dip Read More »
This morning, CNBC Reported that Nvidia is in correction territory. Read here. Nvidia, ticker: NVDA, has been in the news quite a bit lately. It’s one of the “magnificent 7” stocks that has had a tremendous run-up. Does this mean that run is over? It’s in correction territory, do I buy more, have investors lost
Is NVIDIA On Sale? Read More »
I wanted to share some learnings from a brief review of the Fastenal Annual Shareholder Report. This is the 3rd post I’ve done recently that talks about a public company’s annual report. Some of you may be wondering why I’m dragging you through this. It’s a fair question. The reason is that as a shareholder,
Fastenal – What I Learned From Their Annual Report Read More »