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On Straight Talk Money: A Conversation with a Short Seller

Earlier this week, Peggy Tuck and I interviewed short seller and forensic accountant John Del Vecchio. I call John the “Horatio Caine of finance” because he knows where the bodies are buried in the financial statements. We discuss what exactly short selling is and how it’s different in real life than how it might be […]

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On Straight Talk Money: A Cutthroat Battle In Men’s Razors

I joined Peggy Tuck today on Straight Talk Money. On the agenda? A cutthroat battle in men’s razors pitting Procter & Gamble (PG) against Unilever (UL). But the biggest lesson to be learned is that few competitive “moats” prove to be permanent. Warren Buffett was a major investor in razor blades and did well on […]

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On Straight Talk Money: Will Apple Be The First Trillion-Dollar Company?

I joined Peggy Tuck and Chase Robertson this morning on Straight Talk Money. First on the agenda, we discuss black swans. People who say they’re looking for black swans clearly don’t know what a black swan is. By definition they are unpredictable and unforeseen and can only be identified after the fact.   Up next […]

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Today on Straight Talk Money: Apple Earnings, Natural Gas Powered Cars and More

I joined Peggy Tuck on Straight Talk Money this morning to chat about Apple’s (AAPL) earnings, natural-gas-powered cars and more:       This article first appeared on Sizemore Insights as Today on Straight Talk Money: Apple Earnings, Natural Gas Powered Cars and More

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Today on Straight Talk Money: Hedging Advice From Jeremy Siegel…and McDonalds Did What?

I joined Peggy Tuck on Straight Talk Money this morning. Up first, we chat about Stocks for the Long Run author Jeremy Siegel’s advice on hedging for a market decline:     And up next, we chat about a “life changing” chance to profit from a market “melt up” and some curious new moves by […]

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On Straight Talk Money: Staying Out of Crowded Trades

I joined Peggy Tuck yesterday on Straight Talk Money to chat about special dividends vs. regular quarterly dividends. We then jump into the subject of crowded trades… and why you should be careful with them.        This article first appeared on Sizemore Insights as On Straight Talk Money: Staying Out of Crowded Trades

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On Straight Talk Money: What If The Government Were A Company?

I joined Peggy Tuck this morning on Straight Talk Money radio. First on the agenda: Some wise words from some of the smartest players on Wall Street:   And in the next segment… how does the U.S. government compare to America’s largest companies?         This article first appeared on Sizemore Insights as […]

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On Straight Talk Money: Compounding, Dividend Growth Investing and an Income Tax Quiz

I joined Peggy Tuck and Ellias Stabinsky  on Straight Talk Money. First on the agenda, we talk about GDP growth and Netflix’s earnings release.   In the next segment, Ellias and I break down our respective strategies and explain what we look for in investments. Ellias runs a pure income portfolio using preferred stock, whereas […]

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On Straight Talk Money: The Spillover IRA and More

I joined Chase Robertson and Peggy Tuck on Straight Talk Money yesterday, and we start out with a chat on global trade. Will a strengthening China and Europe help to push the U.S. economy to 3% growth or even better?   In the next segment, we talk about ValueAct’s decision to return cash to shareholders […]

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Straight Talk Money: The United Debacle and… Is Home Ownership Worth it?

I joined Peggy Tuck on Straight Talk Money this morning. And at the top of today’s news was the United Airlines passenger manhandling: Up next, we jump into dividend investing and into the economics of home ownership: This article first appeared on Sizemore Insights as Straight Talk Money: The United Debacle and… Is Home Ownership […]

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