I’ve made a few position changes lately, mainly on the “income” side: I’ve been reducing exposure to tobacco stocks over the past few months and have now totally sold the rest of Altria (MO). Tobacco stocks tend to be high yielders, like telecom and utilities, making the dividend payout, sustainability and growth rate very important…
What’s Catching My Eye This Week
As the stock market has climbed over the past few weeks, I’ve lightened up on some of our bigger winners simply because they’re pretty stretched at this point (sell high). But I’m also always looking for new opportunities in stuff that’s gotten roughed up in which to invest (buy low). I used the big rally…
Stock Market Update – Where are we Heading from Here?
I’ve spoken with a few people over the past week about what’s going on with stocks so I figured it would be a good idea to post this video for everyone discussing why we can’t push higher right now. Enjoy! -Nick Like what you see here? It’s easy to subscribe using the box in the…
Update on Big Cable
Earlier this year I wrote about my concerns for the big telecom and cable companies, as it seems inevitable that their sources of revenue will be cut dramatically as everything transitions to the internet – or they’ll have to cut fees to stay competitive. A friend sent me this article last week titled: Yes, Netflix…
New “Invest Smart” Webinar Series
Next Wednesday, April 9th at 12 noon I’ll be hosting a Webinar via a Google Event. I’ll be giving an update on the investment markets and also answering a handful of questions sent in by clients and followers. You can find the Event page here if you want to RSVP to attend live: Click Here…
Potbelly & My View on IPO’s
Initial Public Offerings (IPO’s) have been hot the past few weeks which is making a lot of people wonder if the stock market as a whole is overheating. I’m not necessarily concerned with the amount of new IPO’s so far this year but I think the stock market is still pretty stretched after last year’s…
Why I’m Selling Telecom & Cable Stocks – The Slow Death of an Industry
I find it interesting to watch things change over time. My job as an advisor of investments is to stay ahead of that curve by investing in opportunities in the early stages and to sell investments that are facing various headwinds and risks before it’s too late. I think Facebook’s purchase of WhatsApp last month…
Good Health, Happiness in Life (and Retirement), and How I’m Looking to Invest in it
I recently read an article about the different “phases” of retirement that people go through and how it affects their happiness, level of activity and spending over time. It noted some studies that discuss who tends to be “happier” in retirement – things like: People that maintain a daily routine tend to be happier in…