A Day Late and a Whole lot of Dollars Short

We have documented in the past that I have a tremendous respect for many of the analysts on Wall Street. They have insights that many of us are not privy to and, for the most part do a pretty thorough job of analyzing a company’s prospects for the short, intermediate and long term. What I…

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Woes for Obamacare and Express Scripts

President Trump last week put an end to cost sharing reduction (CSR) payments to the nation’s large health insurance companies. The executive order calls for the elimination of payments to insurance companies stating that they are nothing more than “bailouts” for already profitable insurance companies. These CSRs were agreed upon in the original Affordable Care…

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Riding on the Coattails of Great Investors

Over the past couple of years, we have tried to educate our readers about some of the great investors. We will constantly offer snippets of wisdom from the likes of Warren Buffett, Peter Lynch and other great investors. Today I want to report on a recently released book called “Big Money Thinks Small—Bias, Blind Spots…

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An Update on an Income Play

In late spring of this year we devoted an issue to Healthcare REITs. We attempted to make the case that healthcare REITs blend two excellent asset classes—real estate and healthcare. The space usually owns or leases out medical office buildings, senior living facilities, acute care facilities and hospitals. They collect the rents and pass on…

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Optimism vs. Pessimism: The Critical Impact on Your Investments

In the past, when I lectured on various investment topics to audiences of all types (professionals, students, MBAs, bankers, active traders, pension funds, retirees etc.) I have often been asked the two questions that many people in my field receive: What are some of your greatest successes? What are some of your greatest failures? I…

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