On Monday, December 21, Tesla (TSLA) joined the S&P 500 Index. In my 33 years in this business, I have rarely seen the inclusion of one single stock be able to move the metric meter on the overall index as much as this one. TSLA went into the index with a weighting of 1.5% and […]
Now 29 states have legalized medical marijuana, starting with Alaska in 1998 and most recently West Virginia in 2017. Many cities, including Washington D.C., Atlanta, Chicago, Houston, Miami and Detroit have decriminalized small amounts of marijuana and have replaced jail time with fines. The sweeping change in laws has allowed entrepreneurs to step up to […]
Value investing has outperformed growth investing over the past century. However, since most of us weren’t investing a hundred years ago, this information may not be as valuable as one might think. Meanwhile, since the end of 2009 growth stocks have outpaced value stocks 513% to 167%, respectively. This is mainly due to technology stocks. […]
Regular readers of my past articles are probably aware that I have been a fairly consistent endorser of value equity investing, certainly since mid-2020. I came across a few charts in a recent report that I thought adds some more ammunition for the value equity bulls. The chart below shows the valuation of value equities […]
I came across two charts this past week that I think make a formidable case for owning real estate investment trusts (REITs) in general. Please refer to the chart below. The above chart shows the total return of the overall REIT sector versus the S&P 500 over the past 20 years. Over this time period, […]
One equity sector I wanted to do a brief focus on this week is the healthcare sector. The chart below shows the sector’s performance relative to the S&P 500 since mid-2019. Data points above 100 indicate positive relative outperformance. As seen, in the early stages of the pandemic the group showed solid positive alpha. Since […]
How are consumers set up now as we move into the COVID vaccination phase and eventually arrive at some point with the virus in our rear-view mirror? One investment research shop I regularly read put out some interesting charts recently that gave some interesting insight related to this topic. Refer to the chart below.Shown above […]
The cost to build a diversified stock portfolio is often the highest barrier for new investors. The outlay required to buy a basket stocks is more than the dollars available. Instead of buying a fixed number of shares, what if you could buy a fixed dollar amount of a basket of stocks? Robinhood and SoFi […]
Brazil is known for tourist attractions, its natural beauty and soccer. The former Portuguese colony is also a thriving multicultural country — a melting pot not unlike the United States. The origins of its population can be traced to countries all over the world. It is the largest economy in Latin America, and the ninth-largest […]
Bob Iaccino, editor of the Stock Think Tank, talks about Amazon’s move into prescription drugs and market volatility on Bloomberg News. [sc name=”bob-post-promo” ]
