Originally published on Seeking Alpha Summary Generic drug makers have significant upside potential. TARO is an unheralded hidden gem. Taro Pharmaceuticals Industries Ltd’s consistent high growth of revenues and earnings, while trading at a cheap price, is a powerful investment combination. Setting the Stage If you spend any time in the healthcare equities arena then you have undoubtedly heard of …
Time to Sell or Time to Buy?
Time to Sell or Time to Buy? Wise shoppers know that the very best time to get good deals on your favorite items is during the unexpected “blue light specials” (or equivalent) that many retailers offer. The stock market acts in similar fashion… Don’t let short term market drops and intense volatility turn you into a short-term, fear-driven trader! Instead, …
Is now a good time to invest?
A good rule of thumb is to not invest any money with less than a two-year time horizon. The markets can be be very unpredictable in the short term–as we’ve seen so far this summer! The Fed is meeting in Jackson Hole this week to discuss the US economy, unemployment and inflation/deflation. The market will remain somewhat tumultuous until it …
Should we panic during market turmoil?
Since my retirement from practicing medicine at the end of June, you may have noticed that the stock, bond and foreign exchange (FX) markets have been tumultuous, to say the least. As both my clients and personal friends I hope that you are not surprised to learn that short-term market turbulence, caused by each new worry of the day, does …
Vailshire Results Ahead of the Pack
2015 First Quarter results are in! “Hedge funds were up 0.46% in March, according to the Barclay Hedge Fund Index compiled by BarclayHedge. The Index is up 2.57% through the end of the first quarter, versus a return of 0.95% for the S&P 500.” In a turbulent, sideways market, these are respectable results from any fund designed to preserve and …
Gilead Sciences: A Coiled Spring.
If you study the following chart, courtesy of Gurufocus.com, you will notice that Gilead Sciences (NASDAQ: GILD) has been stuck in a sideways trading pattern since August 2014. This is unfortunate news for the impatient speculator, but great news for the patient long-haul investor. Let me explain… At Vailshire Capital Management, LLC, we believe that owners of equities should consider …
The Market is Putting the Wrong Company in the Bargain Bin
Initially founded by Stephan A. Schwarzman in 1985 with a balance sheet of $400,000, Blackstone (NYSE: BX) has morphed into a behemoth global investment and advisory firm with total assets under management (AUM) of $279 billion as of June 30, 2014. A publicly traded firm since its 2007 IPO, Blackstone can be broken down conceptually into four investment vehicles: Private …
America’s Oil & Gas Boom: Does it Matter to Investors?
In today’s Wall Street Journal, Chip Cummins wrote a smart article revealing the deleterious effects of America’s shale oil (& gas) boom upon our friendly neighbor to the north: Canada. In a nutshell, the massive increase in production and reserves of the United States’ light, “sweet” crude is revolutionizing and reorganizing the world’s energy markets. Canada, with its massive supply …
13 for ’13: First Quarter Results Are In! (Syndicated Motley Fool Version)
If you joined with me and invested in some (or all) of my “13 for ’13” recommendations at the start of the new year, you may be interested to see how we have faired so far in 2013. The ride has been exciting … because it’s always more fun to ride investments up than to watch them crash down! In …
13 for ’13: First Quarter Results
If you joined with me and invested in some (or all) of my “13 for ’13” recommendations at the start of the new year, you may be interested to see how we have faired so far in 2013. The ride has been exciting … because it’s always more fun to ride investments up than to watch them crash down! In …