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.
Shorting individual stocks is going to be a very lucrative summer trade.
Here's how I'm trading the oil and energy markets amid the collateral damage from risk-off sentiment.
Be careful backing Buffett right now, his biggest holdings show increasing profit pressure.
Lower your exposure to equities here and completely discard stocks of companies that are not earning their cost of capital.
An inverted yield curve and a sharp decline over the last year in the yield of the benchmark 5-year Treasury note are not signs of a healthy market.
Trying to invest in disruptive technologies can disrupt your personal wealth - keep shorting Tesla and Uber.
With MSCI increasing the weight of domestic Chinese stocks in its global index weighting, what happens in China does not stay in China.
The massive plunge in TSLA shares of late indicates that Wall Street has lost faith in its ability to execute on disruptive technologies.
It's the movement along the curve and the shifting of the curve that is most important when evaluating bonds.
I would love to see a real implosion in the Shanghai market caused by trade tremors. Why? Because I don't own any Chinese equities and yet still believe in the country's long-term growth stories.
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