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 »
In this post we will talk about what a stock split is, why they happen and what it means to you as an investor. Stocks Before we dive into what a stock split is, we need to talk a bit about stocks and stock prices. As we know from the post on stocks here, a
Stock Splits – Meh! Read More »
This morning, I checked my brokerage account and found an $814.57 gift. As a retiree, I rely on investment income to help fund my spending. The $814 really wasn’t a gift, it was a quarterly dividend payment from one of my companies, but it feels like Christmas. Let’s dig in. What Happened? Prudential Financial, ticker
Christmas in March, A Dividend Story Read More »
It’s annual report season. If you hold stock in more than a few companies, prepare to be inundated with emails from your broker with links to annual reports and proxy materials. In this post, we’ll talk about what this means and why this is a great opportunity to dust off your thesis, do some company
In this post, we’ll break down the steps involved in building an investment thesis for a company in which you are interested. It Starts With an Observation All investments – good and bad – start with an idea, or an observation. I’ve referred to the Peter Lynch story about seeing L’eggs eggs all over the
How to Build an Investment Thesis for a Company Read More »