Archive by Author

Howard Marks Speaks: Where Does Passive Investing Go From Here?

Oaktree Capital’s (OAK) Howard Marks is one of my favorite investors. (Full disclosure: I also happen to be long OAK .) In his latest memo, he covers everything from the FAANG stocks to Bitcoin, but what I found most interesting was his comments on passive investing. I’ve expressed similar views over the years, as have […]

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All About Bitcoin

I joined David Hays last week to chat about Bitcoin:     This article first appeared on Sizemore Insights as All About Bitcoin

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Versatile Dividend Stocks You Can Own No Matter Your Age

The following is an excerpt from 5 Versatile Dividend Stocks No Matter Your Age: When you think of a “retirement” stock, certain things come to mind. Retirees need income, so their portfolios tend to be chock full of dividend stocks. They also tend to prefer stable, established companies over new and unproven up-and-comers. Growth is important, […]

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General Motors Just Warming Up

The following is an excerpt from Best Stocks for 2017: General Motors Company (GM) Is Just Warming Up As we near the end of the third quarter, General Motors Company (GM) — my pick in InvestorPlace’s Best Stocks for 2017 contest — is putting up a respectable fight. As I write this, the shares are […]

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You Can Be Right And Still Be A Moron

I stumbled across a really good quote from Dr. Daniel Crosby’s The Laws of Wealth that I may have printed and laminated into a wall-sized poster: … on Wall Street, doing what is “right” can lead to a negative short-term result and doing what is “wrong” can be spectacularly profitable in the short run. Consider […]

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Book Review: High Returns from Low Risk

We all know that higher returns come at the cost of higher risk. This is one of the basic fundamentals of investing. But what if it isn’t true? In High Returns from Low Risk: A Remarkable Stock Market Paradox, Pim van Vliet and Jan de Koning challenge this assumption and find that, in fact, high-risk […]

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Book Review: Get Rich With Options

I recently had the opportunity to pick up a copy of Lee Lowell’s 2009 book Get Rich With Options: Four Winning Strategies Straight from the Exchange Floor. Lee wrote an excellent primer on options trading, but the publisher probably should have put a little more thought into the title. Get Rich With Options has very […]

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Book Review: Joel Tillinghast’s Big Money Thinks Small

Joel Tillinghast is not a household name, even among active investors. He should be. Tillinghast is the manager of the Fidelity Low-Priced Stock Fund, and he’s beaten both the S&P 500 and the Russell 2000 by 4% per year since 1989. And while 4% might now sound like a large number, it makes an enormous […]

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Best Tweet of the Week: Is Your Child a Permabear?

Make sure you know what the warning signs look like $SPY $DJIA 😂 😂 😂 — StockTwits (@Stocktwits) Sep. 8 at 10:53 AM This article first appeared on Sizemore Insights as Best Tweet of the Week: Is Your Child a Permabear?

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Stocks That Could Double Their Dividends In 3 Years

The following is an excerpt from 7 Dividend Stocks Whose Payouts Could Double in 3 Years. The legendary Wayne Gretzky famously said that “A good hockey player plays where the puck is. A great hockey player plays where the puck is going to be.” Well, it’s not all that different with dividend stocks. If you’re […]

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