Across nearly five decades in the 20th century, Gerald M. Loeb prospered in the world of Wall Street. So what made Loeb really stand apart? In the following article by Investor’s Business Daily, Bryan Anderson, Market Strategist for Beck Capital Management recounts the impression that Loeb made on William J. O’Neil and the investing principles…
A highly regarded polling firm released new data today confirming what the stock market has been saying since the US presidential election: Americans are very optimistic on their economic futures. The poll, released by IBD/Tipp, who have the best track record predicting recent presidential elections, reported today that their Economic Optimism Index rose to 54.8%…
This week we feature an industrial company focused on the transportation sector with 52% potential upside to our 24 month price target.
One of the hazards of investing in mutual funds are the capital gains taxes that can accrue to investors who didn’t actually enjoy the gains. This is a function of the mutual fund structure. Capital gains taxes are distributed to shareholders at the end of each year, whether they were in the fund at the time of…
S&P companies with the highest tax rates have been the strongest performers since the Presidential election. Our featured company this week is a large asset manager poised for a turnaround. It is paying a 4.2% dividend and has 47% upside to our 24 month target price.
The Presidential election caused large institutional buying this past week, with strong rotation into banks, insurance and infrastructure-related companies. Trump’s proposed corporate tax cut could be the impetus for the next leg of this bull market.
In September and October we conducted two presentations where we discussed “Election Impact Investment Analysis”. Over 120 high net worth and institutional investors in Austin were in attendance at the two events. While we were unable to predict the ultimate outcome of this close election at the time, we separated ourselves from the bulk of analysts on Wall…
The bond market had a very rough week & month. It is the most over-valued it has been in history. We remain concerned that bonds have further downside over the intermediate and long-term.
Hedge fund redemptions accelerated in the third quarter of 2016. A whopping $28 billion was redeemed in three months alone.
This week we focused on Gartner’s forecast for growth in IT spending during 2017. Software & services lead the way with communications getting the biggest slice of the pie.
To say the stock market is disliked is an understatement. Investors have withdrawn money from actively managed mutual funds for over 18 months. Yet the picture is relatively positive
We were pleased to host recent events at Austin Country Club and Barton Creek Country Club, which attracted over 120 Central Texas high net-worth and institutional investors. If you would like to view the slides from the presentation, please click through to read more.