Archive for May, 2016

Comments Off on Sector Report 1605 : Tobacco & Alcohol 2016

Sector Report 1605 : Tobacco & Alcohol 2016

  The last time we featured companies in the Sin businesses was 2013 and the portfolio was rather profitable as was back in 2011 when we first featured it. Tobacco and Alcohol are two perennial consumer “staples” that never go out of style, especially when the economy tends to stress people out … as it […]

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Comments Off on May 2016 In Review, June Preview

May 2016 In Review, June Preview

I am posting this early because I am leaving for my mid-year vacation this weekend. It has been a very busy and hectic first five months of the year and I really need this break. Besides the classes, there meetings after meetings regarding business, ventures, personal issues (theirs, not mine), one-to-one coaching, counselling, medical appointments […]

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Comments Off on Sector Report 1602 : Homebuilders 2016

Sector Report 1602 : Homebuilders 2016

It has been too many years since we last featured this sector. Although now may not be the time to invest in this sector (seeing how everything is already overbought), I believe we can get a couple of nice cyclical trades out of them. You’re not going to find a sector with this many fair-valued […]

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