Value Investing

I’ve been on a kick lately researching global brands. The reason is because these companies not only make for great defensive positions to have in a down market, but a certain number of these stalwarts have been able to reinvent themselves in recent years. This oftentimes transforms companies from boring,… Read More

There are few occasions when investors have an opportunity to own a global brand name at a substantial discount.  There are exceptions, but a company whose name has become synonymous with its product is usually the kind of stock that makes for a great core holding, providing stability in difficult times. Read More

If there’s one thing investors should always keep in mind, it’s this: there is a potential investment idea in everything. Even in this market. For example, every item you find in your supermarket, even the supermarket itself, is a potential investment idea. There may also even be… Read More