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Stocks

The Right Value for an Overheated Market

“Private equity” can conjure entertaining mental images. I’ve often asked friends to describe what comes to mind for them when I mention the phrase. Here’s a sampling of what they’ve

Stocks

Is The Grass Getting Greener?

There are so many game-changers on the horizon that sometimes it’s difficult to keep up. Artificial intelligence. Self-driving cars. Virtual reality. Breakthroughs in energy storage. All of these can upend

Stocks

Why You Need to Know About “Pro Forma” Versus GAAP Earnings

I’m a forensic accountant, so I love earnings season. Four times a year, companies release their financial and operating numbers to the public. It can be chaotic, even though you

Stocks

How to Amazon-Proof Your Real Estate Portfolio

I recently heard Amazon, the world’s largest online retailer, described as a “bull in a china shop” for the way it’s disrupted industry after industry. But that’s really the wrong

Stocks

What You Need to Know About Fake News, Free Lunches, and Wall Street Earnings

These days we hear a lot about “fake news.” Wall Street is not immune to this “phenomenon.” Indeed, it’s been around for quite some time now, only we realists referred

Stocks

When Ugly Stocks Make For Great Investments

Unless you’ve been living under a rock, you know that retail stocks have been getting pounded in 2017. Just in the last couple of days, the stocks of Michael Kors and

Stocks

The Fed Is Full of It. The Yield Curve Is Not

Sometimes we get so caught up in what’s happened over the last few days, weeks, or months, we fail to see the bigger picture. Perspective is key. Lose it, and

Stocks

Real Value That Pays You First – and Big

It’s often said in sports that “the best defense is a good offense.” When it comes to investing – and my particular approach to portfolio-building – that means focusing on

Stocks

You Need a Company That Pays You First

I’m really excited to head to Florida in a couple of weeks. But, I won’t be working on my tan or getting massages at the resort spa I’m staying at!

Stocks

Finding Profits in this Low-Return Market

Stock returns have been harder to come by recently. Consider this… Between 2012 and August 2015, the S&P 500 gained 68% and didn’t suffer a single “correction” (defined as a