News
S&P 500: Bears, I Reiterate My Bullish Recommendation On The U.S. Stock Market (SP500)
I Have Warned You In late May, I took the contrarian stance that the equities rally will likely gain steam,…
Citigroup’s Management Needs To Execute With More Urgency (NYSE:C)
Value investing is about obtaining more value than the amount of money that you are putting in. There are metrics…
An Update On The Banking Crisis
It has been roughly four months since the regional banking crisis started with the failure of Silicon Valley Bank in…
Intercontinental Exchange: One Of The Best Compounders In Finance (NYSE:ICE)
Introduction I am a big fan of stocks that fall in the growth/value hybrid category. Companies that are profitable with…
Opera Stock: Are You Prepared? It’s Time To Get Out (NASDAQ:OPRA)
I last presented my thesis on Opera Limited (NASDAQ:OPRA) toward the end of June, as I cautioned investors to avoid…
Inflation Is Not 3% – It Remains 5%
Once again, the media's rush to publish forsakes analysis, interpretation and understanding. Thus, 3% rules the news. Before digging into…
Stocks To Watch: Tesla Earnings, Labor Strikes and Russell 2000 Revival In The Spotlight
Get ahead of the market by subscribing to Seeking Alpha's Stocks to Watch, a preview of key events scheduled for…
Wedgewood Partners Second Quarter 2023 Client Letter
Review and Outlook Wedgewood Composite Net 2Q 8.1 YTD 18.7 1-Year 19.7 3-Year 13.3 5-Year 13.5 Standard & Poor's 500…