Analyst Articles

I always keep my eyes open for investment opportunities. The best method is to literally keep them open when you are out and about doing your daily business. This is one of the ways I’ve found multi-bagger stocks over the years. Everyday items can certainly provide investors with good returns, but these companies tend to be what Peter Lynch called “stalwarts” — slow growing companies paying a nice dividend that should form the cornerstone of your portfolio. However, it is the companies behind the scenes or right under… Read More

I always keep my eyes open for investment opportunities. The best method is to literally keep them open when you are out and about doing your daily business. This is one of the ways I’ve found multi-bagger stocks over the years. Everyday items can certainly provide investors with good returns, but these companies tend to be what Peter Lynch called “stalwarts” — slow growing companies paying a nice dividend that should form the cornerstone of your portfolio. However, it is the companies behind the scenes or right under your nose that provide the big growth opportunities. Many years ago, I invested in a company called Flextronics (Nasdaq: FLEX). At the time, the company was providing a lot of the parts and electronics that went inside things like cellular phones. While I was in a Subway sandwich store a few weeks ago, I saw the employees rapidly heat up the sandwiches in a TurboChef oven. I thought a super-fast oven was a neat idea, but also dismayed to learn the company had been purchased in 2008 by Middleby Corporation (Nasdaq: MIDD), a company that designs, manufactures… Read More

When a company is in a field with a lot of competition, the key to success is to differentiate the product. People without a lot of investment experience may not see differences between companies in a given sector, but differences exist if one looks closely enough. Although these differences may… Read More

Investors mine ideas from many different sources, but many investors overlook a resource that provides some of the best ideas from the greatest minds. Most people believe that the world of hedge funds is not within their grasp. In truth, some of the best stock-pickers make their choices widely… Read More

Legendary fund manager Peter Lynch went out of his way to find companies that did yucky things because they were often great businesses. My approach takes that concept one step further: I’ve found one stock that provides an underlying service for a whole sector, a service the sector simply can… Read More