Jim Collins

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. 

Recent Articles By The Author

This Is Not a Good Time to Allocate Incremental Funds to Stocks

This Is Not a Good Time to Allocate Incremental Funds to Stocks

When there is willful blindness, bubbles are formed, and bubbles eventually burst.

A Recession Is Coming, Which Should Make It Gold's Time to Shine

A Recession Is Coming, Which Should Make It Gold's Time to Shine

Gold has been a bad investment for several years, but it's time to consider adding hard assets to your portfolio with a recession imminent.

Powell and Company Can Influence the Macro, but Not the Micro

Powell and Company Can Influence the Macro, but Not the Micro

All the money in the world cannot change the fact that rising stock prices and falling earnings make the market more expensive.

FedEx Results Are a Flashing Red Signal on the Health of the Global Economy

FedEx Results Are a Flashing Red Signal on the Health of the Global Economy

Another pressing concern for FedEx is the margin compression in its U.S. business.

Even an Energy Security Can Be a Security Blanket

Even an Energy Security Can Be a Security Blanket

The apple of my eye is still the 10% Series A Cumulative Preferred Stock issued by Callon Petroleum.

We're in the Middle of a Sucker Rally Right Now

We're in the Middle of a Sucker Rally Right Now

In a market full of noise it pays to focus on individual fundamentals. One of my favorite phrases is 'cash flow never lies.'

An Ugly Jobs Report

An Ugly Jobs Report

In a declining market, yield will be your friend.

Sorting the Good Stocks From the 'Crocks' in 2019's Market Rally

Sorting the Good Stocks From the 'Crocks' in 2019's Market Rally

The market rally may be a rising tide, but investors should be wary of some of the stocks it has lifted up.

If You Own Tesla Stock You Should Be Frightened by the Math

If You Own Tesla Stock You Should Be Frightened by the Math

The two greatest fears of TSLA bears are coming true.

Separate Your Portfolio Into These 3 Categories: You'll Be Glad You Did

Separate Your Portfolio Into These 3 Categories: You'll Be Glad You Did

No one wants a Kraft Heinz moment.