Analyst Articles

Ask me to analyze an insurance company and I can, to borrow a phrase from the sports world, generally write the story on the way to the ballpark.  In that business, one hardly needs an MBA from Wharton to get a sense of the company’s position, performance and potential. Other companies can be a lot more difficult to shoehorn into one opening sentence. –Recommended Link– We’re About To Go Live… Today at 1 p.m. EST, Andy Obermueller is going to hit the stage and go public with the most exciting situation he’s… Read More

Ask me to analyze an insurance company and I can, to borrow a phrase from the sports world, generally write the story on the way to the ballpark.  In that business, one hardly needs an MBA from Wharton to get a sense of the company’s position, performance and potential. Other companies can be a lot more difficult to shoehorn into one opening sentence. –Recommended Link– We’re About To Go Live… Today at 1 p.m. EST, Andy Obermueller is going to hit the stage and go public with the most exciting situation he’s come across in his 20-year career. That’s just a few hours from now. Don’t miss what he’s calling the most lucrative situation he’s ever found. He predicts a 2,255% gain on this one. Register right now, and you won’t miss a thing. Not because they’re hard to figure out. I find the trouble is sometimes there is So Much to Tell that I just can’t decide where to start. I guess that’s a pretty good problem to have, and it is the problem I ran into with the nifty little company came across in the fascinating… Read More

Bonds can be boring. While their prices can (and do) fluctuate, there’s no single event that typically impacts their daily prices, the way earnings reports do for stocks. That’s because, unlike stocks (which represent ownership), bonds represent debt. Because stockholders… Read More

The historic bull market is entering its ninth year and signs of stretched stock prices are everywhere. A slightly higher inflation number and bond rates sent the markets into a tailspin early February even as fourth-quarter earnings showed some of the strongest profits in a decade. #-ad_banner-#The market has been rewarding good news less and punishing companies that can’t live up to investors’ expectations, a clear sign of sentiment turning sour. Companies that beat expectations for fourth-quarter earnings saw their share price decrease an average of 0.4% from the two days before through the… Read More

The historic bull market is entering its ninth year and signs of stretched stock prices are everywhere. A slightly higher inflation number and bond rates sent the markets into a tailspin early February even as fourth-quarter earnings showed some of the strongest profits in a decade. #-ad_banner-#The market has been rewarding good news less and punishing companies that can’t live up to investors’ expectations, a clear sign of sentiment turning sour. Companies that beat expectations for fourth-quarter earnings saw their share price decrease an average of 0.4% from the two days before through the two days after their release. That’s well under then five-year average where companies have seen their stock price increase 1.2% over the four-day period after an earnings beat. Companies that have missed earnings expectations have seen their shares drop an average of 1.8% over the same period. In this environment, value investing might just come back in vogue after nearly a decade of lagging behind the growth investing theme. A return to investing in companies with solid fundamentals and stock prices based on valuation rather than the promise of growth could… Read More

No topic in the financial space is garnering attention like bitcoin. Its price continues to surge (and, occasionally, plunge). Last summer, I was commissioned to write a book about trading cryptocurrencies. The price at that time was just under $3,000. As I write this, the price is around $10,700 (down from a high of $18,723.82). Last month, I saw articles talking about how people are taking out second mortgages to buy bitcoin in an attempt to cash in. —Sponsored Link— 9 Great Income Plays For Secure 7% Dividends Most investors who follow a traditional portfolio… Read More

No topic in the financial space is garnering attention like bitcoin. Its price continues to surge (and, occasionally, plunge). Last summer, I was commissioned to write a book about trading cryptocurrencies. The price at that time was just under $3,000. As I write this, the price is around $10,700 (down from a high of $18,723.82). Last month, I saw articles talking about how people are taking out second mortgages to buy bitcoin in an attempt to cash in. —Sponsored Link— 9 Great Income Plays For Secure 7% Dividends Most investors who follow a traditional portfolio strategy willingly accept mediocre returns of 3% or 4% assuming there’s no better alternative. But the 9 stocks named in this exclusive report let you to live comfortably off a portfolio of just $500,000 with no annual drawdowns or heart-stopping risks. Click here for the names, tickers and buy advice on these 9 high-yielders absolutely FREE! I see bitcoin as a classic bubble. There is no fundamental reason to buy it, and there is significant risk to holding it, as there’s no way to protect gains or hedge against loss. #-ad_banner-#In a broader sense, though, I… Read More

The place was St. Francis Hospital in Wichita, Kansas. It was a hot, humid day in August 1984. I was very young. I sat under fluorescent light on a padded exam table covered with crisp white paper. My mother was by me, holding my hand for both our sakes. My dad, in his typical suit and tie, stood nervously by the door. I didn’t know it then, but he was terribly frightened. So was Mom. —Recommended Link— ‘The Most Lucrative Situation I’ve Ever Seen’ After a two-year global investment tour, legendary growth-stock investor Andy Obermueller… Read More

The place was St. Francis Hospital in Wichita, Kansas. It was a hot, humid day in August 1984. I was very young. I sat under fluorescent light on a padded exam table covered with crisp white paper. My mother was by me, holding my hand for both our sakes. My dad, in his typical suit and tie, stood nervously by the door. I didn’t know it then, but he was terribly frightened. So was Mom. —Recommended Link— ‘The Most Lucrative Situation I’ve Ever Seen’ After a two-year global investment tour, legendary growth-stock investor Andy Obermueller is ready to brief investors on what he’s calling the most lucrative situation of his career. It’s a chance to turn a modest savings into a personal fortune. He predicts a possible 2,255% gain. He’s spilling the beans live on Wednesday February 28th at 1pm. Reserve a free spot at the event here. For my part, I didn’t know enough to be afraid. My eighth birthday had taken place only three months before. I was a kid. A nurse came in and said something evidently newsworthy. My dad asked my mom if she wanted to go… Read More

The multi-thousand point decline in the Dow Jones Industrial Average shook many investors to the core. Unsophisticated market participants were dumping stocks and moving quickly into supposed safe asset classes as “end of the world” pundits stoked the flames of fear. At the same time, the radical plunge set up the best buying opportunity of the decade for those who understand how markets really work. #-ad_banner-#This article will lay out seven compelling reasons why right now is the buying opportunity of the decade. 1. The Stock Market Is Designed To Move… Read More

The multi-thousand point decline in the Dow Jones Industrial Average shook many investors to the core. Unsophisticated market participants were dumping stocks and moving quickly into supposed safe asset classes as “end of the world” pundits stoked the flames of fear. At the same time, the radical plunge set up the best buying opportunity of the decade for those who understand how markets really work. #-ad_banner-#This article will lay out seven compelling reasons why right now is the buying opportunity of the decade. 1. The Stock Market Is Designed To Move Higher The very design of the stock market creates a tremendous upward bias. Take a look at any significant index chart from the inception of the U.S. stock market. Every single long-term chart reveals an upward trending pattern punctuated by short pullbacks. All sell offs are bought, and the market ends higher than it was before the pullback. Now, to be sure, I am talking about the long term, not the short term price gyrations that appear random. No one can consistently time market moves successfully, therefore long-term investing is the only proven wealth-creating strategy. Read More

“I am so happy with the recommendation of GSL-PB from the October 2016 issue. Can you recommend some others with similar characteristics?” — Guido S. This email arrived last week. And the timing was fortuitous, since I already had my eye on other opportunities within the shipping sector. GSL-PB is a preferred stock issued by Global Ship Lease (NYSE: GSL), which owns a fleet of 18 mid-sized containerships. These vessels are leased to established shipping lines under fixed charter contracts. The fleet currently has a perfect utilization rate of 100%. And just to give you an idea of what these… Read More

“I am so happy with the recommendation of GSL-PB from the October 2016 issue. Can you recommend some others with similar characteristics?” — Guido S. This email arrived last week. And the timing was fortuitous, since I already had my eye on other opportunities within the shipping sector. GSL-PB is a preferred stock issued by Global Ship Lease (NYSE: GSL), which owns a fleet of 18 mid-sized containerships. These vessels are leased to established shipping lines under fixed charter contracts. The fleet currently has a perfect utilization rate of 100%. And just to give you an idea of what these vessels earn at sea, the flagship CMA-CGM Thalassa (a 1,137-foot leviathan equipped to carry more than 11,000 20-foot containers) was booked at a rate of $47,200 per day, while operating costs (mostly crew wages) total just $6,500 per vessel per day. In September 2016, I was able to scoop up GSL-PB at an attractive price nearly 25% below face value, a discount that has since narrowed to just 3% thanks to improving fundamentals in the mid-size containership industry. The supply/demand balance for shipping along many trade routes has tightened, driving rates upward. —Recommended Link— This Will… Read More

In the March issue of The Daily Paycheck, I will discuss the reasons why, in my opinion, rising bond yields don’t necessarily mean bad news for stocks. At the same time, though, rising yields mean more caution ahead for stocks. These growing… Read More

On February 28th, legendary growth-stock expert Andy Obermueller is joining Jared Levy live on stage to issue the most important stock recommendation of his career. We’ve never done anything like this beforeā€¦ but we’ve never seen a stock picker like Andy, either. Over his six years at StreetAuthority, 140… Read More