balance sheet

‘s not hard, just follow the Dividend..

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For those of you long AAPL yesterday, the paltry 6% or so gain on the most impressive numbers that we’ve seen to date from the tech giant were a bit depressing.  The fact that every single metric that analysts provided estimates on was completely blown out of the water combined with the $7 drop in share price before the announcement only reinforces the fact that both analysts and the street had no idea how profoundly astounding Apple’s results would be.  So why doesn’t the market seem to reflect similar sentiment?  One word: Dividends.  With over $17 trillion in qualified retirement … Read more

Iran, Nuclear Policy, and America: An Investment Opportunity In Disaster?

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  We have a delicate balancing act at hand between the threat of an emerging nuclear power, our rapacious thirst for oil, and responsible diplomatic policy.  The consternation in the air is palpable, bringing to mind Buffet’s famous words “Be fearful when others are greedy and greedy when others are fearful”.  So how does one put such words of wisdom into an actionable trade idea?  Since going long nuclear fallout seems short sighted, let’s look at how to take advantage of a potential event driven jump in the price of oil once we fully grasp the situation at hand. At … Read more