

- Jul 31, 2019
Mixed bag and a Slam Dunk
“The best way to teach your kids about taxes is by eating 30% of their ice cream.” ― Bill Murray The Portfolio Our blog portfolio continues to perform well and volatility remains low. Year-To-Date the portfolio is up +17.84%. While the markets had a little sell off today ahead of the Feds decision, the blogs portfolio remained relatively calm. Earnings Season Continues Today MasterCard and Sony reported earnings. MasterCard was a terrific call while Sony presented a mixed


- Jul 30, 2019
I'm Really Sorry - Beyond Meat
“The safest way to double your money is to fold it over once and put it in your pocket.” ― Kin Hubbard The Portfolio Our blog portfolio continues to perform well and volatility remains low. Year-To-Date the portfolio is up +17.72%. While the markets had a little sell off today ahead of the Feds decision, the blogs portfolio remained relatively calm. I'm Sorry - Beyond Meat In my last post I cautioned investors on the stock of Beyond Meat. While I was making a call about th


- Jul 29, 2019
Beyond Meat?
“The trick is to stop thinking of it as your money.” ― Anonymous IRS Auditor The Portfolio Our blog portfolio continues to perform well and volatility remains low. Year-To-Date the portfolio is up +18.43%. Our benchmark, the S&P 500 is up a stunning +20.45% YTD and closed at 3,019. Beyond Meat? Or Beyond Bananas? Plant based protein products have become all the rage and supplanted cannabis as the next big thing. While you may want Beyond Meat on your dietary menu, I don't


- Jul 24, 2019
NOC Beat & Raised!
“When buying and selling are controlled by legislation, the first things to be bought and sold are legislators.” ― P.J. O’Rourke The Portfolio Our blog portfolio continues to perform well and volatility remains low. Year-To-Date the portfolio is up +18.43%. Our benchmark, the S&P 500 is up a stunning +20.45% YTD and closed at 3,019. Earnings Season Continues Our portfolio companies continue to report earnings, with Northrup Grumman Corporation up today. So far every compan


- Jul 23, 2019
Selling A Bank Today
“If you want to invest in something with minimum risk and a guarantee of a big return, Invest in yourself” ― Unknown The Portfolio Our blog portfolio continues to perform well and volatility remains low. Year-To-Date the portfolio is up +17.8%. Our benchmark, the S&P 500 is up a stunning +19.89% YTD. I'm still looking for good buys, unfortunately what I'm finding is a pattern I would prefer not to find. High quality companies and companies that pay a solid dividend (bond p


- Jul 13, 2019
Next Weeks Earnings
“If you want to invest in something with minimum risk and a guarantee of a big return, Invest in yourself” ― Unknown The Portfolio Our blog portfolio continues to perform well and volatility remains low. Year-To-Date the portfolio is up +18.03%. Our benchmark, the S&P 500 is up a stunning +20.2%. While I think the stock market is fairly valued (not cheap or expensive), I'm chomping at the bit to buy a number of companies that have been oversold by investors to exceptionally