Gary Brode of Deep Knowledge Investing and Robb Fahrion of Flying V Group discuss the 5 Things to Know in Investing This Week: The Government and Consumer Big Spending Issue This week, we’ll address the following topics: – Holiday sales up big. Consumer rejects recession forecasts. – Market pundits have been predicting a coming recession … Read more
DKI is pleased to present our November Subscribers’ webinar with energy expert Mark Rossano of C6 Capital. We discuss important issues related to energy investing. Topics include: • Oil and gas investing: supply, demand, refining, and transportation • Oil and gas investing: how much will events in Ukraine/Russia and Israel/Gaza affect the industry • Pipelines … Read more
It was a big week for spending. The consumer bought huge amounts of holiday gifts. (For my fellow Michiganders, the consumer did get much on sale because they require big savings.) The government bought a big positive revised GDP print. And Sheldon Adelson’s widow, Miriam, bought most of a basketball team. If you don’t want … Read more
This piece was originally published on November 30th, 2023. Overview: For many years, I’ve seen prominent investors criticize stock buybacks. In the worst examples, they’ve said buybacks provide only a one-time lift to earnings with no long-term benefit. Recently, investor Harris Kupperman, wrote about the subject of dividends vs buybacks and came out strongly in … Read more
