Blog

  • Posted June 19, 2017
  • In Vanguard Financials ETF, VFH
  • 0 likes

Vanguard Financials ETF

The Federal Reserve made a slight raise for the federal funds rate by 25 basis points based on the latest and greatest economic data available (household spending, employment information, business spending, etc…). While the current interest rate environment has been a struggle for banks to boost profitability – the only meaningful move for interest rates […]
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  • Posted May 30, 2017
  • In PEP, PepsiCo, Vita Coco
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Vita Coco and Valuation

One of our favorite holdings, PepsiCo (NYSE:PEP), is in talks about potentially acquiring All Market Inc., the owner of Vita Coco. Vita Coco is the top selling brand of coconut water on the market. This investment makes a lot of sense, as PepsiCo under CEO Indra Nooyi, has been shifting the company’s product portfolio away […]
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  • Posted May 9, 2017
  • In Magellan Midstream Partners, MMP
  • 1 likes

The Cash Pipeline

On the commodity front opportunity exists. This past week, one of the major story headlines was that crude oil declined below the $46 level, a low not seen since November. The decline was mainly related to an increase in production from Libya and weaker demand from both the United States and China. The Energy Information […]
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The Unicorn In The Report

Earnings season presents opportunity for the investor that maintains a level head. Starbucks (NASDAQ:SBUX) recently reported Q2 earnings results on April 27. After earnings, Starbuck’s stock fell about 4%. Investors that failed to understand that Starbucks is a moat a stock, with outstanding margins, free cash flow, and return on invested capital, panicked and sold […]
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  • Posted April 29, 2017
  • In Accenture, ACN
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Growth Through Expertise

Accenture PLC (NYSE:ACN) is a quality stock that has outperformed the market and will continue to do so in the future. The company delivers value by leveraging industry knowledge and technical expertise in the five segments that they serve: Communications – Media & Technology, Financial Services, Health & Public Service, Products, and Resources. The majority […]
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  • Posted April 28, 2017
  • In growth stock, Visa
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Visa: Growth Reaffirmed

About a month ago, we analyzed Visa (NYSE:V) and its growth prospects in the article “Visa: Growth And Room To Run.” The company’s Q2 2017 earnings just reaffirmed the position that we took on the stock a month back. We think Visa still has a strong growth story moving forward and will continue to reward […]
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  • Posted March 26, 2017
  • In shareholder meeting, Starbucks
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Shareholder Meeting Recap

Starbucks (NASDAQ:SBUX) recently had its 25th Annual Meeting of Shareholders on March 22. This shareholder meeting covered key topics of interest for Starbucks shareholders, and portrayed some of the future plans for the company. Starbucks stock went on to rally the remainder of the week, on a nice volume spike. This share price rally was […]
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  • Posted March 19, 2017
  • In growth stock, Visa
  • 0 likes

Growth And Room To Run

The new year has been great for a lot of stocks thus far. Valuations continue to run higher, and people are beginning to wonder, how high can they go? As price valuations become more and more extended, it is important to invest in stocks that can deliver growth and are not yet overvalued. A favorite […]
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  • Posted March 17, 2017
  • In Canada Goose, IPO
  • 0 likes

Canada Goose: IPO

Canada Goose Inc. (NYSE:GOOS) debuts on the New York Stock Exchange today and many investors are left wondering if an investment in this premium jacket retailer will stay hot. The jackets themselves retail between $600 and $1,275. These jackets, especially the most popular woman’s jacket, “The Kensington” which sells for roughly $745 has really become […]
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  • Posted March 16, 2017
  • In FXI, iShares China Large-Cap
  • 0 likes

Investing In China

Upon a quick portfolio edit, I realized I have been unknowingly allocating a much higher portion of my capital into US equities and out of international and emerging market funds. This is a mistake, and I am starting to correct it. I have started to shift especially into China and my recommendation is that others […]
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