Value Investing

As of late December, earnings growth for 2018 was expected at 20.3%, the highest since 2010 and the... Read More

As of late December, earnings growth for 2018 was expected at 20.3%, the highest since 2010 and the highest revenue growth (expected 8.9%) since 2011. Profit margins surged last year with the S&P... Read More

Successful investing requires discipline, focus, and a healthy skepticism of quarterly and annual... Read More

Successful investing requires discipline, focus, and a healthy skepticism of quarterly and annual reports. But it’s this last idea that counts the most. For if investors fail in their duty to... Read More

A robust bullish argument can be made for the stock market going into the first half of 2019. ... Read More

A robust bullish argument can be made for the stock market going into the first half of 2019.  Not only are there multiple fundamental and technical reasons, but the recent sell-off has resulted... Read More

Last month, I ran a stock screen to see which companies seemed attractive to insiders in the month... Read More

Last month, I ran a stock screen to see which companies seemed attractive to insiders in the month of September, with the market trading near its all-time highs. One stock from that screen has... Read More