Time to Sell or Time to Buy?

Time to Sell or Time to Buy? Wise shoppers know that the very best time to get good deals on your favorite items is during the unexpected “blue light specials” (or equivalent) that many retailers offer. The stock market acts in similar fashion… Don’t let short term market drops and intense volatility turn you into a short-term, fear-driven trader! Instead, …

Is now a good time to invest?

A good rule of thumb is to not invest any money with less than a two-year time horizon. The markets can be be very unpredictable in the short term–as we’ve seen so far this summer! The Fed is meeting in Jackson Hole this week to discuss the US economy, unemployment and inflation/deflation. The market will remain somewhat tumultuous until it …

Should we panic during market turmoil?

Since my retirement from practicing medicine at the end of June, you may have noticed that the stock, bond and foreign exchange (FX) markets have been tumultuous, to say the least. As both my clients and personal friends I hope that you are not surprised to learn that short-term market turbulence, caused by each new worry of the day, does …

Gilead Sciences: A Coiled Spring.

If you study the following chart, courtesy of Gurufocus.com, you will notice that Gilead Sciences (NASDAQ: GILD) has been stuck in a sideways trading pattern since August 2014. This is unfortunate news for the impatient speculator, but great news for the patient long-haul investor. Let me explain… At Vailshire Capital Management, LLC, we believe that owners of equities should consider …

America’s Oil & Gas Boom: Does it Matter to Investors?

In today’s Wall Street Journal, Chip Cummins wrote a smart article revealing the deleterious effects of America’s shale oil (& gas) boom upon our friendly neighbor to the north: Canada. In a nutshell, the massive increase in production and reserves of the United States’ light, “sweet” crude is revolutionizing and reorganizing the world’s energy markets.  Canada, with its massive supply …

13 for ’13: First Quarter Results

If you joined with me and invested in some (or all) of my “13 for ’13” recommendations at the start of the new year, you may be interested to see how we have faired so far in 2013.  The ride has been exciting … because it’s always more fun to ride investments up than to watch them crash down!  In …

Is the Verismo a Flop? How Starbucks Investors Should Respond.

Starbucks (NASDAQ: SBUX) continues to try to invade our kitchens. This time their goal is to create the perfect home-brewed espresso beverage with their long-anticipated Verismo 580 machine.  After much hype this autumn, the official verdict remains to be seen.  The jury is still out on whether the Verismo will be profitable for Starbucks, or a flop.  I’m betting on the latter. Questions …

13 for ’13 (Part 3 of 3): Thirteen Market-Beating Investments for the New Year

The New Year has now fully arrived and your portfolio is ready to take a serious turn for the better.  2013 promises to be difficult for many traditional investments, with the Biggest Loser being U.S. Treasurys. Remarkably, as with most secular markets, the great horde of less astute investors continues to pile into Treasurys at exactly the wrong moment, at …

13 for ’13: Thirteen Market-Beating Investments for the New Year (Part 2 of 3)

With the so-called “fiscal cliff” finally averted, politicians and talking heads will now turn their attention to the debt ceiling crisis, Europe’s probable recession, France’s renewed socialism, Ben Bernanke’s money printing policies, or any number of worrisome things. In light of these concerns, how should you (the investor) respond in the new year?  Like this: Look for great, shareholder-friendly companies …