Small Value Stocks Investors looking at individual stocks might be well served in places other than the largest technology related stocks which now have price to sales multiples similar to prior valuation extremes. Some market […more]
Banks to consider -While Goldman Sachs (GS) stock price hasn’t changed much in 5 years… Low rates suggest a poor environment for banks… but there are some smaller banks that look worthy of consideration.
Tough sledding when attempting to value companies in the auto industry like Tesla (TSLA) and Ferrari (Race). Tesla’s valuation is in in excess of all 3 (formerly ‘Big”) US automakers, combined. Ferrari is sitting at somewhere around a $4million per car valuation. […more]
Avoiding the Disrupted Overcomplicating things is seldom on the path to investment success. The stunning ascension of Tesla has confounded, in a manner no less than stupefying, the investment thesis of many. We don’t profess […more]
Pausing for a look down from Semiconductor Stocks
Technology stocks in general, and semiconductor stocks in particular had a stellar performance in 2019 with a particularly strong finish during the last quarter. What can one expect for 2020? While the old adage that forecasting is hard, particularly with respect to the future, seems true; we can say that standing here in the present there appears to be a lot of good fortune prices in a number of semiconductor stocks. […more]