I am in agreement with Chris Wood, Global Head of Equity Strategy at Jefferies Group LLC, who currently views North American equity markets with a great deal of skepticism. There is certainly a difference of opinion as it relates to current North American equity market conditions. Some investors argue the broad North American market is [...]
I highly encourage you to listen to this brief Howard Marks (co-founder of Oaktree Capital) interview in which he shares his thoughts on how to invest in overpriced markets. I don't like to be on the receiving end of radio silence and I suspect you are similar in nature so I am providing this very [...]
Howard Marks may not be a household name but sophisticated investors know that when Mr. Marks has something to say it is well worth paying close attention. I share a link to this 'Talks at Goldman Sachs' interview in late 2018 wherein Mr. Marks shares his insights on the forces shaping the market cycle. In [...]
Periods in which equity markets are in a state of upheaval can be a wonderful opportunity to help you build long-term wealth. The challenge some investors have, however, is that they focus on investing when all is well but panic when market conditions take a turn for the worse. Focus on investing exclusively in great [...]
Some investors never learn that Financial Freedom can be attained by being a disciplined investor. Others, like Vishal, learn this lesson reasonably early in life. When I created this blog roughly 1.5 years ago, one of my key objectives was to interact with readers from various regions of the world so we could share investment [...]
Summary Strategy is to be "the" networking company rather than a maker of individual products. Shift to more of a software and subscription-based offering strategy improves revenue predictability. Customers exposed to high switching costs which increases CSCO product/service stickiness. Strong Balance Sheet and strong Free Cash Flow (~$12.4B, ~$12.9B, and ~$12.8B in FY2016 – FY2018). [...]
After having read a post I wrote about Brookfield Asset Management (TSX: BAM.a), Larry Macdonald of The Globe and Mail reached out to me inquiring whether I would be interested in being featured in his weekly column. Here is the link to his column in which I am featured. You may want to check out [...]
Do It Yourself Investing does not need to be complicated but it can be disastrous when you do not know what you are doing. Nick shares his story. Nick is a subscriber to the site and based on our correspondence I thought his background and investment experience would be well worth sharing with you. [...]
A great investment portfolio example of diversification does not mean having an inordinate number of individual holdings in an investment portfolio. Summary Have our investments led us to become a ‘fly in a bottle’? Follow 6 simple guiding principles when it comes to investing. Review your investment holdings at least annually to ensure the [...]
Courtesy of a Financial Freedom is a Journey follower in Australia I previously provided a link to an interview he conducted with Magellan Financial Group's (Australia) Chief Investment Officer Hamish Douglass. In that interview, Hamish shared 4 of his best high quality US publicly traded investment ideas. In this article I provide a link to [...]
