Can you name the gambling capital of the world? If your answer is “Las Vegas,” you’re wrong. Macau is the world’s leading destination for betting, having passed Vegas back in 2006 in terms of gambling… Read More
Marshall Hargrave is the managing partner of Bridgewater Investments LLC, a boutique equity research company. Bridgewater provides specialized research for deep value securities and certain special situations. Marshall brings a unique perspective, with background as a tech startup CEO and as a financial advisor with Northwestern Mutual Financial Network. He has also helped co-found several startups in the finance space. Marshall graduated from Appalachian State University with a degree in finance and holds a Series 65 license. When he’s not reading annual reports and researching deep value stocks, he enjoys advising entrepreneurs and being active in the startup community.
Analyst Articles
Successful investors buy low and sell high. It sounds simple, but neither task is easy to do in real time. I am constantly singing the praises of put selling as a strategy for generating consistent income, but it can also be used to buy stocks when prices fall to bargain levels. Buying low can be especially difficult when the market is selling off. Many investors decide to wait for even lower prices. The result is that… Read More
Successful investors buy low and sell high. It sounds simple, but neither task is easy to do in real time. I am constantly singing the praises of put selling as a strategy for generating consistent income, but it can also be used to buy stocks when prices fall to bargain levels. Buying low can be especially difficult when the market is selling off. Many investors decide to wait for even lower prices. The result is that many end up holding cash much longer than they expected. But I know an easier way to buy low in a market that’s pulling back. By selling puts when prices are high, investors are forced to buy only when a stock is cheap — without letting emotion get in the way of a good investment decision. Most investors have a list of great stocks they would like to own at the right price. Their… Read More
It’s no secret that if you uncover “The Next Big Thing” before everyone else, you’ll probably never have to worry about money again. That’s why I spent over 4,000 hours researching and compiling the following list of shocking predictions — to show you what I think are the best under-the-radar investment opportunities for the next 12 months. Read on for more of my game-changing research: My ‘10% Solution’ For Increasing Your Chances Of Becoming A Millionaire Making millions in the stock… Read More
It’s no secret that if you uncover “The Next Big Thing” before everyone else, you’ll probably never have to worry about money again. That’s why I spent over 4,000 hours researching and compiling the following list of shocking predictions — to show you what I think are the best under-the-radar investment opportunities for the next 12 months. Read on for more of my game-changing research: My ‘10% Solution’ For Increasing Your Chances Of Becoming A Millionaire Making millions in the stock market isn’t easy, but with the help of my 10% solution, you could be on the fast-track to a seven-figure bank account. 3 Essential Rules For Aggressive Growth Investing This is the best way to nab triple-digit gains in just a few short years… Prediction: This Company Could Save Millions Of Lives… And Make You A Fortune This one company owns the patent on what could be one of the greatest inventions in… Read More
In recent years, investors have been steadily pouring billions into exchange-traded funds (ETFs). The appeal of investing in an industry or thematic style is a simpler approach than stock-picking for many… Read More
There’s a sector in China that’s booming right now, and U.S. companies are just now starting to take advantage. Consider a few statistics. In 2000, a mere 4% of urban Chinese households were considered middle class. By 2012, that figure had grown to 66%. If current trends continue, by 2022 the middle class population will be 75% of urban households. That’s nearly 630 million consumers — nearly twice the entire population of the United States.#-ad_banner-# The average annual income of the urban Chinese middle class was $760 per… Read More
There’s a sector in China that’s booming right now, and U.S. companies are just now starting to take advantage. Consider a few statistics. In 2000, a mere 4% of urban Chinese households were considered middle class. By 2012, that figure had grown to 66%. If current trends continue, by 2022 the middle class population will be 75% of urban households. That’s nearly 630 million consumers — nearly twice the entire population of the United States.#-ad_banner-# The average annual income of the urban Chinese middle class was $760 per person in 2000. In cities like Bejing or Shanghai, disposable income now averages nearly $12,000 per person. In addition, these figures are probably underestimated, as tax avoidance runs rampant in China. In another emerging trend, China has begun to implement a financial assistance program for some of its residents. Due to the lack of safety-net welfare programs like Social Security, the Chinese savings rate is around 50%. Compare this to the savings rate for American households, which was 2.6% as of this… Read More
A few years ago, bank stocks were among the most unloved investments. Many of them traded well below book value and also sported low price-to-earnings multiples. Yet a pair of factors has led investors to rapidly warm up to bank stocks. First, the global economic crisis no longer seems to be a… Read More
A few years ago, bank stocks were among the most unloved investments. Many of them traded well below book value and also sported low price-to-earnings multiples. Yet a pair of factors has led investors to rapidly warm up to bank stocks. First, the global economic crisis no longer seems to be a mortal threat to bank’s balance sheets. A long-anticipated crisis simply never came to pass. Second, a sense that the U.S. housing market — a key source of bank profits — was on the mend, has led to expectations of a brightening profit forecast. Indeed, second-quarter results are in from the major banks, and they look quite solid. A Solid Quarter For Leading Banks As a result, after a 20% surge in the first half of this… Read More
Move On Gold’s ‘Buy’ Signal If This Happens
Traders have been buying everything this month, and that could continue to push prices higher in stocks while fueling a turnaround in bonds and gold. Headlines Hide the Good News in Earnings Despite some headline grabbing disappointments, earnings season is actually off to a good start. About one-fifth of the companies in the S&P 500 index have reported earnings,… Read More
Traders have been buying everything this month, and that could continue to push prices higher in stocks while fueling a turnaround in bonds and gold. Headlines Hide the Good News in Earnings Despite some headline grabbing disappointments, earnings season is actually off to a good start. About one-fifth of the companies in the S&P 500 index have reported earnings, and 66.4% have beaten estimates. Over the past four quarters, 64.6% of companies have beaten estimates on average. We are still weeks away from knowing what the number will ultimately be for this quarter, but it is a promising start.#-ad_banner-# Headlines have been focused on the companies that have come in below expectations. That list includes Intel (Nasdaq: INTC), Microsoft (Nasdaq: MSFT) and Google (Nasdaq: GOOG). INTC fell 3.6% for the week, MSFT was down 12%, and GOOG was off 2.9%. These losses weighed down PowerShares… Read More
Timing Is Everything
Your whole life, you’ve heard “Timing is everything.” You’ve probably also heard people say to “be in the right place at the right time.” When we do something has a whole lot to do with how successful we’ll be at it. It’s great to… Read More
Get A 3% Yield With This Huge Emerging-Markets Play
Trouble is brewing in the Western economies again. The U.S. economy is growing slowly at best, while the European economy is still contracting. European consumer confidence is still very low, and housing markets are worrisome. The average European is cutting back on their expenditure and is rather saving money than spending it. This means that companies relying on these markets for much or all of their revenue can do little more than cut… Read More
Trouble is brewing in the Western economies again. The U.S. economy is growing slowly at best, while the European economy is still contracting. European consumer confidence is still very low, and housing markets are worrisome. The average European is cutting back on their expenditure and is rather saving money than spending it. This means that companies relying on these markets for much or all of their revenue can do little more than cut costs and protect market share. If you’re a large company that wants to grow even larger, you need to be present in the emerging markets. The so-called BRIC countries (Brazil, Russia, India and China) and many other developing economies are growing at a fast clip. They have young, dynamic populations that are working hard and growing wealthier every year. But rather than risk your money by investing directly in these volatile economies, why not… Read More
A few years ago, bank stocks were among the most unloved investments. Many of them traded well below book value and also sported low price-to-earnings multiples. Yet a pair of factors has led investors to rapidly warm up to bank stocks. First, the global economic crisis no longer seems to be a… Read More
A few years ago, bank stocks were among the most unloved investments. Many of them traded well below book value and also sported low price-to-earnings multiples. Yet a pair of factors has led investors to rapidly warm up to bank stocks. First, the global economic crisis no longer seems to be a mortal threat to bank’s balance sheets. A long-anticipated crisis simply never came to pass. Second, a sense that the U.S. housing market — a key source of bank profits — was on the mend, has led to expectations of a brightening profit forecast. Indeed, second-quarter results are in from the major banks, and they look quite solid. A Solid Quarter For Leading Banks As a result, after a 20% surge in the first half of this… Read More