Jim Collins is the Founding Partner of Portfolio Guru. Collins researches small stocks in his newsletter, MicroCap Guru, and uses income-investing principles to manage money for individuals on a fee-only, separately-managed account basis.
Previously, Collins spent 10 years as an equity analyst in New York and London covering the automotive sector for Lehman Brothers, Donaldson, Lufkin & Jenrette and UBS. He holds an A.B. in Economics and History from Duke University and has completed the academic requirements for the CFA designation.
All the money in the world cannot change the fact that rising stock prices and falling earnings make the market more expensive.
Another pressing concern for FedEx is the margin compression in its U.S. business.
The apple of my eye is still the 10% Series A Cumulative Preferred Stock issued by Callon Petroleum.
In a market full of noise it pays to focus on individual fundamentals. One of my favorite phrases is 'cash flow never lies.'
The market rally may be a rising tide, but investors should be wary of some of the stocks it has lifted up.
The two greatest fears of TSLA bears are coming true.
No one wants a Kraft Heinz moment.
Cash is a lazy asset, but the genesis of Berkshire's underperformance has been choosing the wrong investments.
Someone at Berkshire needs to step up and produce a mea culpa on Kraft Heinz.
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