When does one plus one equal 3?  In the bizarre math of Wall Street, a corporate spin-off or split can be the fuel needed to fire up a stock.  Although these break ups have no impact on total earnings investors will often assign a higher valuation to a pure growth… Read More

Like many of you (and 22 million other people, according to CNN), I watched last week’s Republican presidential candidate debate. Even at nearly three hours in length it didn’t leave much enough for any of the eleven participants to delve into substantive dialogue, but I was intrigued by an exchange… Read More

Worried that the Fed may go ahead an raise interest rates later this week, even in the face of deteriorating economic news out of China and tepid results from the ECB’s version of central bank intervention? If so, then you may want to focus on stocks that should be mostly… Read More

It is often said that the stock market “climbs a wall of worry”, meaning that a little bad news is necessary to keep investors from becoming overly optimistic and bidding the market up to unsustainable heights. But there also needs to be enough good news to convince investors that everything will… Read More

Quite frankly, we are not disappointed to see last week’s stock market plunge once again call into question the advisability of owning so-called “momentum stocks.” The tech sector stopped being dependent on momentum a long time ago, but it seems only now are some investors getting that memo based on… Read More

Okay, it looks like the long awaited correction is finally here. Like waiting for the first snow storm of the winter, usually the reality of its destruction is far greater than the excitement of its arrival. Regardless, the fact of the matter is it’s here, and now we all have… Read More