Investment Articles & Special Reports

These are my periodic letters, investment notes and special reports for clients and the interested. My general theme are to identify risks and search for opportunities in the biggest trends.

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ETFs We Might Add

With the flow of money out of “old economy” and “grandpa stocks”continuing, using corrections to upgrade our asset allocation is an essential idea. Already, we have raised cash on anticipation of a summer correction.

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Alphabet (Google) SWOT Report

Alphabet is one of the largest and most important companies in the world. It is also a profit machine sitting on a mountain of cash. With multiple units that could be spun off, merged or grown, this is a company that could yield even more dividends, without actually paying a dividend.

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AT&T SWOT Report

AT&T is a very misunderstood company that is sitting on some very valuable assets. While I’m not a fan of the DirecTV deal, the Warner deal could bring huge benefits either through growth, as a tool to grow 5G and fiber business or being merged into another media company – or all three. Time will tell, but I’m willing to collect the fat dividend while I wait to see.

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