Below you'll find a list of all posts that have been categorized as “Stock Picks”
The following (slightly edited) PowerPoint presentation was given by Dr. Jeffrey W. Ross at #VALUExVail on June 28, 2018. Special thanks to Vitaliy Katsenelson for allowing a “top-down,” trend-following lecture to be presented at a hard-core value investor conference! JeffRossUpdatedVALUExVail2018 The following tickers were briefly presented within the lecture: $IBB $SBIO $CELG $REGN $ILMN $AMGN $BIIB $BMY $GILD $BIB $SLP …
New LONG position(s) in Vailhsire Partners, LP last week: None. Closed LONG position(s): None. New SHORT position(s): $NVS, $YTRA. Covered SHORT position(s): None. Gross July returns (through 7/20/18): 6.8% Gross YTD returns through 7/20/18: 14.5% ———- Vailshire Partners, LP is an innovative, long/short, healthcare- and technology-focused hedge fund based in Colorado Springs, CO and managed by Dr. Jeffrey W. Ross. The hedge fund is …
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 …
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 …
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 …
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 …
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 …
Starbucks (NASDAQ: SBUX) continues to try to invade our kitchens. This time their goal is to create the perfect home-brewed espresso beverage with their long-anticipated Verismo 580 machine. After much hype this autumn, the official verdict remains to be seen. The jury is still out on whether the Verismo will be profitable for Starbucks, or a flop. I’m betting on the latter. Questions …
The New Year has now fully arrived and your portfolio is ready to take a serious turn for the better. 2013 promises to be difficult for many traditional investments, with the Biggest Loser being U.S. Treasurys. Remarkably, as with most secular markets, the great horde of less astute investors continues to pile into Treasurys at exactly the wrong moment, at …
With the so-called “fiscal cliff” finally averted, politicians and talking heads will now turn their attention to the debt ceiling crisis, Europe’s probable recession, France’s renewed socialism, Ben Bernanke’s money printing policies, or any number of worrisome things. In light of these concerns, how should you (the investor) respond in the new year? Like this: Look for great, shareholder-friendly companies …
