Investing in airline industry stocks is a challenge.  Airline companies generally have low profit margins, high debt loads and cyclical performance.  The industry is very competitive in the U.S. and overseas, as too many airlines compete for too few travelers.
After consumers and businesses reined in travel spending in 2008 and 2009, travelers are flying once [...]

[Read more →]

Every once in a while, we’ll get a message from a potential subscriber asking how it is that we can have different newsletters that use different investing styles.  When we’re trying to explain, we have a maxim that we sometimes cite.  The maxim is, “You can make money in any proven investment system if you [...]

[Read more →]

As I mentioned yesterday, I applied the Net Current Asset Value formula to my database of stocks and found a few stocks selling below their NCAV values. One stock stands out, because the company is in an industry with great potential.
HQ Sustainable Maritime Industries (HQS) is a leader in the aquaculture industry in China. Aquaculture [...]

[Read more →]

Everybody loves a bargain, but some bargains seem too good to be true.  How can we figure out which bargains are for real, and which ones are not?
I rely on time-tested analysis to improve my odds: Analysis that relies more on a company’s history, than on unreliable predictions of future operation. I also look at [...]

[Read more →]

Recently, someone I follow on Twitter wrote a blog post about mid-year investing resolutions. It got me thinking about how we only vow to do things in January and then often forget these grand plans well before the mid-way point in the year.
I didn’t write a traditional new year’s investing resolutions Cabot Wealth Advisory this [...]

[Read more →]