As value investors, we like to buy when the market is selling. Read More

Production partnerships remain a no-go zone as OPEC shows no sign of slowing output. Read More

The market is forcing power companies to go back to the basics. Read More

Unless Saudi Arabia reverses its costly course, oil could drop below $40 a barrel. Read More

We’re thankful we made good calls this year. Read More

Last week I had the pleasure of appearing as a guest panelist on the Fresh Outlook business news program, where we discussed if the Fed’s massive quantitative easing program created a “bubble” in the U.S. financial markets. Given trillions of dollars were pumped into the economy following the 2008-2009… Read More

A common question asked last week was, why is the stock market going up when there is so much bad news overseas? With the threat of continuing terrorist activity in Europe, the implication was that everyone should be hiding their money under a mattress until order is restored. Actually, that’s… Read More

In a rising-rate environment, management holds the key to outperformance. Read More

Don’t be fooled by shopping projections. Read More

Don’t be fooled by shopping projections. Read More