Is Trump’s trade war a Black Swan?
Despite a good reporting season for US companies in general and great results for the portfolio companies as well, the US stock market has recently moved into a negative trend (although today the market goes…
Articles by Yinon Arieli
VDTH-DishTV merger is scheduled for April
The merger between VDTH and DishTV was approved. Thus, VDTH share will be delisted from Wall Street trading on April 5, and for each unit you hold you will get 8.07331699 new units of DishTV…
Should you sell VDTH?
The merger between satellite TV companies VDTH and DishTV is delayed, but VDTH continues to grow impressively, albeit slower than in the past. Revenue grew 7.5% to 8.4 billion rupees, and Adjusted EBITDA grew by…
Record quarter for CONSOL Energy
The coal miner CEIX has released excellent results for Q4 2017. The company produced a historic record of 26.1 million tons of coal in 2017, which helped its revenues grow by 6% over the same…
Take advantage of the price drop to buy more from CONE
The data centers company CONE released yesterday an excellent report. One of the best it published since becoming a public company. Fourth-quarter revenue grew to $180.5 million, up 31% year-on-year. Adjusted EBITDA increased by 43%…
Should you buy more from BHF after the recent drop?
The two insurance companies, Voya Financial and Brighthouse Financial, published their annual report. VOYA published excellent results yesterday, which I will detail after learning them more thoroughly. BHF’s report was relatively weak, in line with my…
Is the stock market headed down?
Yesterday, the leading US indexes fell to more than 4%, the sharpest decline we have seen since 2011 when the first quantitative easing program was completed (the chart above is the VIX). The investors seem…
How to invest wisely in 2018?
At the recent members’ conference, I presented my insights on the markets and how I think it should affect the allocation of our portfolio, if at all. Here are the main points: Although many feel…
LEAI extended its Rich Dad license
Good news for Legacy Education Alliance (LEAI). The company announced today that it entered into a definitive agreement with its licensor of Rich Dad branded intellectual property to extend the term of its current license…
Did 2018 started out too strong?
The leading US indices have been up between 7% and 8% since the beginning of 2018. This is the best year opening ever. More amusing is that the indices have already exceeded most analysts’ forecasts…