Buying Value for 2010

Investors are constantly labeled and grouped into certain camps. Bull or bear. Fundamental or technical. And of course value or growth. The truly successful investors find ways to merge all of these styles for the best portfolio diversification and protection, so it’s certainly a good idea to examine... 

MNRO: Keep Your Portfolio Chugging Along With Monro Muffler Brake

Some experts think the U.S. economy is beginning to show signs of recovery. Possibly, but with so many folks still unemployed and access to credit at its lowest levels in years, consumers and businesses alike are tightening their purse strings. Over the past year, we’ve highlighted frugalpalooza... 

Buying Homemade Italian (AIPC)

U.S. consumers love spending money – or at least they used to. Saving money? Not so much. Think back to the three most recent economic growth periods: The Reagan Boom of the mid-1980s, the Clinton Boom of the mid-1990s and the last easy money, easy credit boom from 2003-2007. All three shared one... 

Get 6% On A Checking Account?

Looking for somewhere to stow your cash?  If you’re concerned about stocks and bonds, there are some safe storage opportunities that offer more than minimal yields. According to Inflation Data.com, inflation is non-existent right now.  They currently post inflation at -1.29%. Deflation has reigned... 

Dollar General: A Boost to Investors and the IPO Market (DG)

Several high profile initial public offerings are scheduled for the next few weeks. One we’re watching with particular interest is Dollar General. A discount retailer, Dollar General is expected to sell 34 million shares between $21-$23 next Friday, November 13th. The stock will trade on the New... 

Perrigo Smiles At The Future (PRGO)

Last week we discussed a Canadian mining company (NXG). This week we travel further south to Michigan. The automotive sector may be in shambles, but the state is still home to a solid healthcare company. The small town of Allegan, about half-way between Chicago and Detroit offers a bright spot in the... 

Consumers and the Recession

Where we are in this recession is something the economic historians will decide. What we’ve become during this recession is already evident. Whether it’s scaling back on a flat screen TV purchase (like my family) or clipping coupons again, we’ve all been affected by “recessionitis.” Chances... 

The ‘Super Rich’ and the Recession

  Last week Fed Chairman Ben Bernanke spoke optimistically about a global recovery. US home sales have started to improve giving cause for more good feelings. Whether or not Bernanke, EU Monetary Chief Trichet, or any other central banker is correct about pulling out of a recession will be known only... 

Wal-Mart and the Baked Beans Economy

Today the Commerce Department reported an unexpected decline in retail sales for July.  Remarkably, it appears that people who do not have jobs spend less money, and retailers lose sales as the number of such people grows.  Why this surprises anyone is unclear. For those who do have money, one of the... 

Kiplinger Joins Frugalpalooza Tour

As the recession in the U.S. started to deepen last year, we developed an investment theme we dubbed Frugalpalooza.  The concept is based on our belief that Americans will turn against frivolous spending and begin to scrimp and save.  Some companies will benefit from this return to frugality; others... 

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