One of the key points that I make whenever I talk with investors is the importance of information. That information can take many forms. There are the obvious ones — press releases, earnings reports and related company conference calls, financial filings with the Securities Exchange Commission, third-party research reports and all sorts of articles in newspapers, magazines or online. That’s the easily available kind of information. As you might imagine, if it’s easy to get, then most people probably have it.
Viewed from the institutional perspective, i.e., mutual fund and hedge fund managers, information available to everyone provides little edge to more»
Watching what you used to consider television is about to get a whole lot more interesting. By now, most us have abandoned true broadcast television and left our “rabbit ears” behind for cable service of one kind or another. Whether from Comcast (CMCSA), Cox Cable, Charter Communications, Verizon (VZ), AT&T (T) or some other service, these companies have been seeking the holy grail of the triple play — telephony, Internet and TV. If you’ve done the math, like I have, it seems most of those companies are practically “giving” you the telephony service for free. But if you try to more»
The recently ended March quarter was one filled with all sorts of things, including harsh winter weather, political issues, the 2014 Winter Olympics, as well as weaker-than-expected guidance from a number of companies earlier in the quarter. All of that weighed on the stock market during the quarter, with most of the major market indices in the red in late January.
The market rebounded in February and March, but during the last few weeks, most of those market gains have been erased. As we closed the books on the March quarter and opened those for the June more»
Subscribers to my investment newsletter PowerTrend Profits have heard me mention this subject more than a few times while we were invested in Starbucks (SBUX). I’m not referring to the return of more than 40% that they earned holding SBUX shares — that is something to talk about — but I’m referring to the Starbucks App. It’s one of my favorite apps, if not my most favorite. You might be wondering why. The app allows me to pay for coffee with my smartphone and, because it is linked to my credit card, can top off my account whenever I more»
In early January, I shared with you my concern about rising beef prices. Well, during the last several weeks, other observers have begun to express the same concern. I’ve seen countless articles echoing what I shared with you. It’s no wonder, since the U.S. Department of Agriculture reported the average retail price per pound for fresh beef in January was $5.04, the highest price ever on records that date back to 1987.
Time magazine ran the story “Beef: It’s What’s No Longer Affordable for Dinner” earlier this month, in which it pointed out that at the start of 2014, U.S. ranchers more»
The very heart of PowerTrend investing recognizes the intersection of several powerful forces — economics, demographics, psychographics, technology, policy and others — that, when combined, give way to a powerful force that shifts the what, where and how people and businesses go about their daily activities. At the very core, companies, be they business-to-business (B2B) or business-to-consumer (B2C), need to respond to the changing landscape and adapt their business models. If they don’t, odds are they will shift from a once-thriving business to one that is struggling and likely to be left behind and replaced by others.
From an investor perspective, more»
Earlier this week, we were hit with yet another winter storm here outside of the Washington, D.C., area, and, true to form, many things came to a girding halt. We can add this to the other winter storms that have taken their toll on the economy in the current quarter, but as I shared with subscribers to my PowerTrend Profits investing newsletter, most of that will be temporary. As we have seen in the past, this slowdown likely will create a burst of pent-up demand once the warmer weather rolls around.
During my snowed-in time, I was fortunate enough to more»
Subscribers to my investment newsletter PowerTrend Profits have heard me talk about how misleading a number of economic metrics can be. That’s why, as part of my normal, everyday data-point gathering, I read, peruse and examine a slew of articles, websites and financial reports. The strategy is to string together enough data points to have a cohesive view not only of what’s going on, but what is more than likely to happen in the coming months.
The first step is to understand what is really going on in the economy. A case in point is the mainstream media’s “reporting” on more»