Inexperienced, shortsighted investors are afraid of the market collapse, sell their stocks and lose money, while smart, long-term investors, see this collapse as a unique opportunity to buy stocks at deep undervaluations and make tons…
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The last time (and only since the launch of the portfolio in 2004) that we saw a negative annual return in the portfolio was in 2008 (the portfolio went down 16.5%, much less than the…
Everyone wants to stay young forever, and that’s exactly what AgeX Therapeutics (AGE), which has recently separated from the biomedical company BioTime (BTX), is aiming for. Each shareholder of BioTime received 10 shares of AGE,…
Summary Resideo Technologies (REZI) is a leading provider of convenience and security products for home and business. It operates in a very competitive area, which appears to be close to the end of its positive…
In the past few weeks, we have seen the markets shaking a little stronger than what we have seen in recent years (in Europe, by the way, the declines have been going on for several…
The (imaginary) shoe company “The Green Shoe” has managed to increase its sales and profits every year, and its shares price has increased accordingly. And then, surprisingly, its largest customer, consisting approximately 60% of its…
Apergy Corporation is a provider of oil and gas drilling technology solutions. It has large growth potential combined with very high profitability. But the stock is currently not undervalued enough to justify a BUY. After…
The short answer is NO. If you look for a more detailed explanation, here it is: Sometimes people feel that stocks have moved into a negative trend, although in practice there has been no substantial…
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…
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…