Coca-Cola
I Kid You Not Crazy
It seems that every year I think we have finally reached the peak of crazy, only to be proven wrong the next year. The stock market and thus index funds, just like real estate, have only gone one way – up. Index funds became the blunt instrument of choice in an always-rising market. But you don’t have to be a stock market junkie to notice the pervasive feeling of euphoria.
Good Companies Don’t Always Make Good Stocks
Dividend investing risks are real, Coca-Cola proves a strong brand isn’t always a strong stock when growth slows and valuations stay high.
The Pharma Stocks We’re Buying Now
We’re buying pharma stocks - Mylan and McKesson - for their cash flows, pricing power, and growth, all at valuations too cheap to ignore.
Apple vs Coke
Apple vs Coke highlights why valuation matters - great companies don’t always equal great stocks if prices ignore growth headwinds.
The Dangers of Dividend Obsession
Dividend obsession can be dangerous, focusing only on yield while ignoring growth and valuation risks turning “safe” stocks into bad bets.
The Values of Value Investing
What are the real values of value investing? It’s not just cheap stocks—it’s quality, growth, and the wisdom to know the difference.
Investing Books For The Stockings 2008
Read books that will bring you sanity, the ones that will snap you back into the shell of investor and out of the sorry shell of nervous observer of the daily stock market melodrama.
Good Company vs. Good Stock
In the long run, the performance of a stock in isolation is the product of fundamentals and valuation.
