Summary The recent broad-based energy sector sell-off has presented very desirable opportunities for investors, such as Enbridge. They are moving to a self-funded operating model […]
Continue readingMonth: December 2021
Carrier: Getting Some Chills
Summary Carrier has done great since being spun off from UTC. The operating performance has been resilient, as expectations of investors have only been on […]
Continue readingNational Storage Hiked The Dividend By 10%, And Is On The Up And Up
Summary National Storage Affiliates is a fast-growing self-storage REIT that benefits from a differentiated business model. It leads its peers in both historical and current […]
Continue readingCarlyle Group: PE Is Interesting, But This One’s Fully Valued
Summary In this article, I’m going to take a deeper look at Carlyle Group, an international PE firm that’s been involved in some of the […]
Continue readingEversource Energy: Strong Growth And Reasonable Valuation
Summary Utilities are popular for their stability and dividends but Eversource Energy also has very strong growth. The company’s large investment program should allow it […]
Continue readingHow Much Apple Is Too Much? A Study In Concentration Risk And Risk Tolerance
Summary This article is a follow-up to my recent article, “Quantifying Bubble Risk: Market Vs. Top 100 S&P Companies Individually” Apple is now my largest […]
Continue readingApple: Massive iPhone 13 Momentum Demonstrates Its Formidable Leadership
Summary Apple is not a typical growth stock. Yet, its stock behaves like a growth stock and is up more than 500% over the last […]
Continue readingSaratoga: Well Diversified BDC But Has An Overstretched Payout Ratio
Summary SAR had a record year with exceptional AUM and NII growth. The management has launched a new dividend strategy in 2015 to regularly raise […]
Continue readingChewy: Starting To Bite
Summary Chewy has seen a real boom and bust cycle since the outbreak of the pandemic. While the company has a few challenges currently, it […]
Continue readingAt Its Highest Price in a Decade, Can Bank of America Go Higher in 2022?
The bank now trades at a strong valuation but also has a good outlook for 2022. What a year it’s been for Bank of America […]
Continue reading