Articles

The banking business has been on a tear over the past few years — with loan growth accelerating, defaults falling, and stock prices rising sharply. On the latter count, things have really...
On Friday, I gave you all the reasons why I love the defense sector. Now, it’s time for the big “reveal” I promised you – my single-favorite defense sector stock. The company is … Lockheed...
Too many investment analysts and pundits like to issue wishy-washy recommendations, namby-pamby forecasts, and half-baked observations that don’t do anyone any good. Not me. I’ve never been afraid...
Nobody likes paying for insurance. That’s doubly true for insurance that doesn’t even cover YOUR life or property! But without one kind of coverage – called “private mortgage insurance” – many...
Two weeks ago, I wrote an issue whose thesis was simple: Big profit opportunities were there for the taking in retail stocks given better earnings reports and easy-to-beat, lowered expectations. ...
Times are good for banks right now. The industry is booming, loan losses are low, and profits are strong. But it wasn’t too long ago that banks were failing left and right, the government was...
Average. Mediocre. Run-of-the-mill. Middle-of-the-road. You don’t settle for that when you eat out, buy a car, or go on vacation. So why accept that when it comes to your stocks? I certainly...
Presidents get to deliver State of the Union addresses. But analysts like me have to settle for a bit less. With that in mind, consider this my “State of the Market” issue. Let’s start with a...
Just like banks, credit unions are growing these days … and doing so safely. That’s because favorable regulatory changes, overall economic stability, and low unemployment are boosting loan demand...
Want to generate maximum gains in this market? Then focus on the “Micro” not the “Macro.” If you don’t know what I mean, consider this: Some investors are top-down-style people. They look at the...