Research Articles
Forecasting Future Business Results are The Key to Successful Stock Investing: Part 1
2019-10-10
Introduction As investors, we can learn a great deal from the past about the businesses we are contemplating investing in. However, as investors, we must also recognize that we can only truly invest in the future. Consequently, although understanding a company’s history can help us better understand the business, our success is predicated on our […]
Why Value Investing Works for All Stock Categories
2019-09-25
Introduction I would like to credit my good friend Jeff Miller for providing the inspiration for this article. In his recent article titled “Weighing The Week Ahead: Falling Confidence A Possible Threat To Markets” he suggested a must read article by Safal Niveshak titled “Why Value Investing Works.” From my perspective, although Safal Niveshak’s article […]
AGNC Investment Corp.: Not Suitable for Retirement Accounts – Part 3
2019-09-18
Introduction This is the third in a series of articles where I will be covering the historical performance and operating results of popular and highly recognized mREITs (mortgage REITs). In my first installment, I covered Annaly Capital Management (NLY) found here; in my second installment I covered Dynex Capital, Inc. (DX) found here; with this installment […]
Dynex Capital Inc.: Still Not Suitable For Retirement Accounts Part 2
2019-09-12
Introduction This is the second in a series of articles where I will be covering the historical performance and operating results of popular and highly recognized mREITs (mortgage REITs). In my first installment, I covered Annaly Capital Management (NLY) found here, with this installment I’m going to cover Dynex Capital Inc (DX). However, before I […]
Annaly Capital Management Inc.: Not Suitable For Retirement Accounts
2019-09-10
Introduction Although some might disagree, I believe that investors either in retirement, or close to becoming retired, should be a little more conservative with how their portfolios are positioned. This position is primarily predicated on the reality that investors in retirement do not have the luxury of the time often needed to recover from bad […]
Time In The Market and Value Investing Is Not Market Timing
2019-09-05
Introduction I am a value investor, and all my investments are made with a long-term objective in mind. Consequently, I am a believer that time in the market is often what matters most. However, I will qualify that remark by saying that you also make your money on the buy side. What this means to […]