Viva Mexico' Ah yes, Mexico, there’s no better place to grab some Corona’s (don’t forget the lime!) and drink my ass off until I pass out on a beautiful white sand beach with waves crashing in the background. What a place. On a more serious note, the Mexican economy has been steadily… Read more
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A Poor Man’s Proctor & Gamble The retail space is heating up amid a shakeout that has left many retailers struggling to find a solution in the face of Amazon and the e-commerce threat more generally. The current environment is forcing retailers to re-focus on the value proposition that they provide to clients. Charging… Read more
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The Right Way to Analyze Real Estate Well I finally filed my taxes this weekend – what a bitch that was. I did find that drinking a few beers to get a nice steady buzz going definitely helped (at least I think). I just hope my math wasn’t too far off. With… Read more
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The U.S. Aint Cheap As asset prices continue to rise in the U.S., the infamous CAPE ratio is currently at an alarming 32.1x, which is double the long-term average of ~16x for stocks. This is quite impressive, but also quite worrisome for investors who are questioning current valuation levels. Earlier this week Fed Chairman… Read more
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Good Pickings Good morning! I’m pumped and ready to kick some ass this week. Tis the season of good pickings in the stock market after that wave of volatility that hit us a few weeks back, which I covered here. For the past few weeks I’ve been barking on and on about a handful of… Read more
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Undervalued Healthcare The healthcare industry in America is kind of in a love-hate relationship where nothing seems to work smoothly. We all need healthcare services at some point, but it’s pretty frustrating watching yourself piss away money for health insurance on each paycheck even if you don’t go to the doctor! Although the healthcare… Read more
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Equity Risk Premiums As stock markets around the world continue to rally, experts and market theorists start popping out of the woodwork and start shouting “bubble territory”. So, are equity prices at outrageous levels today considering the famously used CAPE ratio, which has a historical average of about 16x, is currently sitting at 34x' A… Read more
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Good Fortune Happy New Year to all my Chinese friends out there celebrating the Year of the Dog! My zodiac sign is a horse, which apparently gets along with dogs and thus is supposed to be a pretty good year for me. I fucking hope so! It’s a good thing that… Read more
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The Opportunity HCP (NYSE: HCP) finally released earnings this Tuesday in a moment that I have been anxiously waiting for. My thesis is that healthcare stocks have been oversold due to inflation fears and rising interest rates. Cap rates are being discounted at a greater rate in the public market relative to the private… Read more
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The Buy List Just a quick update on this lovely Monday morning. We’re in the midst of earnings season and we have a few companies on my radar that are reporting this upcoming week. In particular, HCP Inc. (NYSE: HCP) reports on the 13th and Newell Brands (NYSE: NWL) reports on the 16th. Grupo… Read more
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Posted: Feb 12 2018 @ 11:39 AM
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