Weighing the Week Ahead: What Does the Health Care Decision Mean for Stocks?

The economic calendar is light, but it really would not matter. The defeat (via retreat) of the effort to replace Obamacare will dominate financial market stories this week. The pundits will be asking: What does the health care decision mean for stocks? Last Week Last week the news was mostly positive, but irrelevant. Markets were […]

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Three Great Interviews

In the flood of news, it is easy to miss the very best stories.  In my regular Weighing the Week Ahead series I include plenty of links to great sources.  Sometimes there are other items that deserve special attention.  This weekend I recommend that you settle back with some popcorn and enjoy these three videos. […]

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Investment Themes: The first step in finding a great stock.

Some stock pickers start with a screen.  I start with a concept:  Look for the hated! I search for investment themes that are decidely contrarian.  That means that few like the concept, the sector or the stock.  The themes must meet several important critera: Negative sentiment and/or polling Analyst skepticism Modest valuations and most importantly […]

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