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…
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…
2017 has been a great year for the stock market in general and for our portfolio in particular. The portfolio beat the market big-time with a return of 55.5% (!) versus 19.4% for S&P500. The…
Bitcoin – the popular virtual (or digital) cryptocurrency, is discussed everywhere so it is not surprising that its price skyrocketing and attracts millions of investors who dream of getting rich quickly. Is it possible that…
On January 24, 2018, I will hold the annual conference for the members of “Yinon Portfolio” – the Hebrew version of the LongRunPlan portfolio. In my lecture, I will summarize the past year and try…
At the end of December 2016, Diversified Restaurant Holdings (SAUC) completed the separation of Bagger’s Dave’s Burger Tavern (BDVB) through a spin-off. Bagger Dave is a small fast-food chain with 15 branches in Michigan, Indiana,…