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Caterpillar Inc. (CAT) makes earth-moving machines. And last Tuesday, its blowout third-quarter earnings report propelled the stock to a record high. This helped the Dow Industrials make a...
Down with FAANGs! Up with Growth! That’s the new market mantra — and it fits hand in glove with what I’ve been forecasting. More importantly, it requires adjustments to your investing strategy...
A diversified industrial giant with employees, operations, and sales in every corner of the globe. A high-yielding lumber and wood fiber play benefitting from strong construction and materials...
I love it when a plan comes together! That’s what the late, great George Peppard used to said as “Hannibal” on The A-Team – and it’s how I feel about many of our latest picks. In my High Yield...
First things first: Our office, my home, and the homes and families of our employees largely escaped the wrath of Hurricane Irma. I’m very thankful for that. Unfortunately, I can’t say the same...
Last week, I wrote about Hurricane Harvey. I suggested investors could “do well by doing good” by investing in companies whose products will help fuel the rebuilding and recovery process in Texas...
Devastating, and expensive, the damage in Texas from Hurricane Harvey will fall mainly on the National Flood Insurance Program (NFIP) as I said last week. Catastrophe funding will also kick in for...
The floodwaters are starting to recede in Texas and Louisiana, and the remnants of Hurricane Harvey are finally clearing out of the Gulf region. Now, the long recovery process can get underway. ...
Airlines have been the butt of customer service jokes for years. Deservedly so. Now they’re fighting back, with software. This week, JetBlue announced a large investment in Gladly, a Silicon...
The Fourth of July holiday is one of my all-time favorites. Over the past several years, my wife, kids, and I have done beach and pool days … grilled ribs, burgers, salmon, and hot dogs … caught...