2 Quick Techniques Investors Can Use To Protect Themselves From Accounting Fraud
Large difference between Net Income and Free Cash Flow over multiple years can signal aggressive accounting or fraud. Return on Assets (ROA) and Return on Invested Capital (ROIC) multiples above...
View ArticleInternational Bonds Belong In Every Investor’s Portfolio
International bonds make up a large portion of the global financial market. These bonds offer investors exposure to varied interest rate environments. Currency hedging can mostly eliminate the foreign...
View ArticleThe Media Stock Meltdown
Last week Disney (DIS) released earnings that fell short of Wall Street’s expectations, specifically Disney announced that Nielsen estimated that ESPN lost over 3.2M subscribers over the previous...
View ArticleAlways Channel Your Inner Unfrozen Caveman Lawyer
The Unfrozen Caveman Lawyer was a character from an SNL skit. Phil Hartman played a caveman who fell into a crevasse and was frozen then later thawed out by scientists. He went on to law school and...
View ArticleMore On China (Again!)
Normally I don’t write a January email newsletter since I’m busy writing our firm’s year end newsletter for clients as well as compiling our year end reports. However, since China is back in the news...
View Article2016 Presentation on Stock Market and Economy
We put together a brief presentation on the stock market and the economy for our 401(k) clients. You can access a PDF copy of the presentation here:...
View ArticleThe Brexit Was Like Riding and ATV
This past weekend I was at the house of one of my fiancée’s relatives. They have a bit of land and we went riding on their ATVs. Myself and my fiancée both insisted on wearing helmets, as ATVs can be...
View ArticleIs the Trump Rally Real?
The market has rallied strongly after Donald Trump won the election on the expectation of a raft of economic stimulus. The market is acting like it is almost a certainty that the administration will...
View ArticlePace of Cord Cutting Slowing Down?
A recent study by PricewaterhouseCoopers found that the pace of cord-cutting may be slowing down. According to a survey of 1200 consumers PwC found that 84% expected to subscribe to cable TV in the...
View ArticleHow Much Should I Be Saving for Retirement?
.The new year is almost here and for a lot people a good New Year’s Resolution would be to start saving (more) for retirement. I frequently get asked “How much should I be saving for retirement?” The...
View ArticleFormula One Group Could Be Undervalued By 50%
In a previous article we wrote about how we found Formula One Group (NASDAQ:FWONK) an attractive investment opportunity now that the company had new management. However, we did not present a valuation...
View ArticleTime To Worry About Another Consumer Debt Bubble?
Recently I’ve started encountering more than a few articles warning about another consumer debt bubble forming. Most of the articles I’ve seen center around a possible bubble in the $1.1 trillion...
View ArticleWal-Mart’s E-Commerce Offensive Makes It A Buy
We took advantage of the recent drop in price of Wal-Mart (WMT) to make a small investment in the company for our portfolio. We believe Wal-Mart is one of the few retailers with the capital and scale...
View ArticleE-Sports Aren’t Yet A Threat To The NBA And MLB
We’ve been bullish on the two major league publicly traded sports teams Madison Square Garden (MSG) and its sister company MSG Networks (MSGN) and Liberty Braves Group (BATRK) for a while. We wanted to...
View ArticleHealth Care Stocks Could Be The New Bubble
The political trends of the last few years point to potential problems in the health care sector. The health care sector is a very popular one for investment. The health care sector is the S&P...
View ArticleHow Should We Think About Bitcoin?
Is it a speculation or an investment? Is it an Investment? Bitcoin is most certainly not an investment. Investments can be valued based on a current or expected cash flow stream. Think CDs, bonds,...
View ArticleThe Retirement Challenge Facing High Salaried Workers
I want to share with you a scenario that I’ve encountered several times when doing retirement planning for high salaried individuals, especially legal and medical professionals. All too often I see...
View ArticleNo Recession on the Horizon
The market frequently goes from periods of exuberance, ignoring any bad news and just focusing on the positives, to periods of anxiety, focusing only on the negatives. Right now, we are in a period...
View ArticleThe Benefits of Diversification
There are different approaches to diversification in the investment world. One school of thought is that diversification is really “de-worse-ification.” The thought is that all your money should be put...
View ArticleThe Retirement Challenge Facing High Salaried Workers
The post The Retirement Challenge Facing High Salaried Workers appeared first on Strubel Investment Management.
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