Last Update: 12-31-1969

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Nassim Taleb on Simplicity and Skin in the Game Based on Taleb's advice from a conference, here is a simple model to profit from volatility
I was able to attend a conference in Mexico City where Nassim Taleb offered his views on antifragility among other topics. Certainly, Taleb has a different way of seeing things as you may have been able to hear and read. One of the ideas that left me thinking during his presentation was the concept of "skin in the game" and how it relates to simplicity. Read more...
As Brussels Overreaches and Brits Wave Goodbye, What to Buy Now In crisis there is always opportunity, and here are 2 ways to profit from what is likely to follow
In a number of discussions with clients and colleagues, I stated my belief that Brexit would carry the day and, indeed, if I were a Brit, that's how I would have voted. Read more...
Warren Buffett's Opinion on the Brexit Oracle's view on how big of a deal the Brexit really is for investors
Should we be panicked by this Brexit business or should we be getting greedy about the bargain opportunities it is presenting? Read more...
John Rogers Comments on Stanley Black & Decker Guru stock highlight
Some of our holdings had good returns for the quarter. Toolmaker Stanley Black & Decker, Inc.(NYSE:SWK) jumped +10.92% due to strong earnings. The market expected the company to earn $0.95 per share, while it managed to make $1.07. Revenues, gross margins and operating margins all advanced. We continue to see the company as having and nicely defending a good competitive position. Read more...
John Rogers Comments on Goldman Sachs Group Inc. Guru stock highlight
We continue to see the company as having and nicely defending a good competitive position. In addition, investment bank Goldman Sachs Group Inc (NYSE:GS) rose +11.42%, as it continued to be in a good spot. It did not have any particularly surprising news, but as the market advanced, big financial firms strongly outperformed. The market continues to see Goldman as one of the top leaders in the broad industry, and we agree with that sentiment. Read more...
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Nassim Taleb on Simplicity and Skin in the Game Based on Taleb's advice from a conference, here is a simple model to profit from volatility  - Nassim Taleb On Simplicity And Skin In The Game
I was able to attend a conference in Mexico City where Nassim Taleb offered his views on antifragility among other topics. Certainly, Taleb has a different way of seeing things as you may have been able to hear and read. One of the ideas that left me thinking during his presentation was the concept of "skin in the game" and how it relates to simplicity. More...

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As Brussels Overreaches and Brits Wave Goodbye, What to Buy Now In crisis there is always opportunity, and here are 2 ways to profit from what is likely to follow  - As Brussels Overreaches And Brits Wave Goodbye, What To Buy Now
In a number of discussions with clients and colleagues, I stated my belief that Brexit would carry the day and, indeed, if I were a Brit, that's how I would have voted. More...

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Howard Marks: Economies Will Slow Post-Brexit Marks discusses long-term view of British exit from EU Howard Marks - Howard Marks: Economies Will Slow Post-Brexit
"I don't think this is a fundamental catastrophe," Oaktree's Howard Marks (Trades, Portfolio) told Bloomberg in a phone interview. While it will have societal, political and geographic ramifications, he does not view it as a long-term financial disaster. More...

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Shake Shack: Taste Remains Intact Company reports strong 1st quarter and is poised to grow  - Shake Shack: Taste Remains Intact
Shake Shack (NYSE:SHAK) is a modern-day “roadside” burger stand serving a classic American menu of premium burgers, hot dogs, crinkle-cut fries, shakes, frozen custard, beer and wine. With its fresh and simple, high-quality food at a great value, Shake Shack is a fun and lively community-gathering place with widespread appeal. More...

LONG


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Observations and Perspectives: Right Back Where We Started From In an emotional vote against crony capitalism, immigration fears and the widening gap between haves and have-nots, the UK voted on Thursday to leave the European Union  - Observations And Perspectives: Right Back Where We Started From
By Sierra Funds' chief investment officer Terry Spath, CFA, CFP More...

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Great Britain Votes to Leave the European Union: Causeway Capital Commentary Causeway's research team shares their analysis of the 'Brexit' outcome Sarah Ketterer - Great Britain Votes To Leave The European Union: Causeway Capital Commentary
Global economic and political uncertainty has increased in the wake of the United Kingdom vote to leave the 28‐nation European Union (“EU”). With 51.9% voting to “Leave,” the referendum has divided the country by age and location, with only London and Scotland overwhelmingly favoring “Remain.” Conceding defeat, Britain’s prime minister, David Cameron, has announced his resignation. More...

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John Rogers Comments on Chesapeake Energy Corp Guru stock highlight
Also, natural gas explorer Chesapeake Energy Corporation (NYSE:CHK) declined -20.65% as clouds continued to hang over the stock. The price of natural gas has declined nearly 40% over the past 12 months, and Chesapeake has become a favorite for short sellers as short interest has nearly quadrupled in just more than six months. Declines in prices for both natural gas and crude oil have brought increased scrutiny to Chesapeake debt level. We continue to own the stock. More...

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John Rogers Comments on Lockheed Martin Corp Guru stock highlight
Other holdings slid in the volatile three-month period. Defense and aeronautics company Lockheed Martin Corporation (NYSE:LMT) fell -7.68%, despite an earnings beat. Specifically, the company announced earnings of $2.74 per share; the Wall Street estimate had been $2.50. Revenues were actually a bit short of expectations, so the market took the stock down a bit, given its relatively full valuation. We continue to see it as a very high-quality enterprise with a strong competitive advantage. More...

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John Rogers Comments on Goldman Sachs Group Inc. Guru stock highlight
We continue to see the company as having and nicely defending a good competitive position. In addition, investment bank Goldman Sachs Group Inc (NYSE:GS) rose +11.42%, as it continued to be in a good spot. It did not have any particularly surprising news, but as the market advanced, big financial firms strongly outperformed. The market continues to see Goldman as one of the top leaders in the broad industry, and we agree with that sentiment. More...

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John Rogers Comments on Stanley Black & Decker Guru stock highlight
Some of our holdings had good returns for the quarter. Toolmaker Stanley Black & Decker, Inc.(NYSE:SWK) jumped +10.92% due to strong earnings. The market expected the company to earn $0.95 per share, while it managed to make $1.07. Revenues, gross margins and operating margins all advanced. We continue to see the company as having and nicely defending a good competitive position. More...

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This Children’s Specialty Apparel Retailer is Playing Well The Children’s Place looks good after its first quarter results  - This Children’s Specialty Apparel Retailer Is Playing Well
The Children’s Place (NASDAQ:PLCE) is the largest pure-play children’s specialty apparel retailer in North America. The company designs, contracts to manufacture, sells and licenses to sell fashionable, high-quality merchandise at value prices, primarily under the proprietary “The Children’s Place,” "Place" and "Baby Place" brand names. As of April 30 the company operated 1,064 stores in the U.S., Canada and Puerto Rico, an online store at www.childrensplace.com, and had 110 international points of distribution open and operated by its six franchise partners in 16 countries. More...

LONG


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First Eagle Insights: After Brexit 'We believe our portfolio construction has positioned us well for potential resilience in this environment' First Eagle Investment - First Eagle Insights: After Brexit
The investment markets have seen a lot of turbulence in the last 24 hours. If there ever was an event that established the futility of crystal ball prognostication, it was Brexit. The polls, the betting markets, the leading financial pundits and the world markets themselves all suggested that the UK would vote to remain in the EU, yet it did not. We’ve been speaking for some time about the sluggish nominal growth and the highly levered global environment that have led to less predict-able geopolitical forces and more political populism. And these forces really asserted themselves in the past 24 hours. More...

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Acadia Healthcare: It Makes Sense to Look Beyond the Brexit Effect Company's shares plunged after vote, but future looks bright  - Acadia Healthcare: It Makes Sense To Look Beyond The Brexit Effect
Acadia Healthcare (NASDAQ:ACHC) provides behavioral health care solutions for mental and substance use disorders. It manages 587 behavioral health facilities with 17,400 beds in 39 U.S. states, United Kingdom and Puerto Rico. More...

ACADIA HEALTHCARE, BREXIT, DRUG ADDICTION TREATMENT, HEALTHCARE, LONG


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Brexit Briefing: What Others Said Articles on the internet about Brexit  - Brexit Briefing: What Others Said
There is no shortage of Brexit articles, but as I compile information for my monthly newsletter later this week (subscribe at Investing Caffeine – right column), here are some of my favorite links: More...

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Alimentation Couche-Tard: Is More Growth Coming? A look at the prospects for Canadian convenience store operator  - Alimentation Couche-Tard: Is More Growth Coming?
Dividend investors might initially ignore Alimentation Couche-Tard (TSX:ATD.B) because it pays a tiny dividend. However, Couche-Tard has been an outstanding investment in total returns. Low yield stocks can fit well into a dividend portfolio. More...

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10 Most Undervalued Companies for the Enterprising Investor ModernGraham Valuation Model pinpoints investment prospects  - 10 Most Undervalued Companies For The Enterprising Investor
There are a number of great companies in the market today. By using the ModernGraham Valuation Model, I've selected the 10 most undervalued companies reviewed by ModernGraham. Each company has been determined to be suitable for the Enterprising Investor according to the ModernGraham approach. More...

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Warren Buffett's Opinion on the Brexit Oracle's view on how big of a deal the Brexit really is for investors Warren Buffett - Warren Buffett's Opinion On The Brexit
Should we be panicked by this Brexit business or should we be getting greedy about the bargain opportunities it is presenting? More...

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John Hussman: Brexit and the Bubble in Search of a Pin The latest from John Hussman John Hussman - John Hussman: Brexit And The Bubble In Search Of A Pin
First things first. While the full attention of financial market participants is focused on “Brexit” – last week’s British referendum to exit the European Union – the singular factor to recognize here is that the vulnerability of the financial markets to steep losses has very little to do with Brexit per se. Rather, years of yield-seeking speculation, encouraged by central banks, had already brought the financial markets to a precipice prior to last week’s vote. More...

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George Soros on Brexit Video explains why EU exists and why markets are worried George Soros - George Soros On Brexit
The average investor may not understand why markets are reacting so unfavorably to Brexit. More...

GEORGE SOROS


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HCP: Some Troubling Findings? Seeking value in a health care real estate investment trust  - HCP: Some Troubling Findings?
Conservative investors must probably be buckling up for a soon, already started, bumpy ride in the market. More...

VALUE INVESTING


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