Upside vs downside in owning GE stock after a steep decline

| November 15, 2017

I occasionally receive emails or comments from friends and acquaintances who know I watch financial markets asking me to share my thoughts on investing. They really want stock "recommendations," but almost always refuse to give advice when it comes to picking and choosing individual companies. For the record, there is always financial risk and the […]

The Ford $F stock trade is working again

| August 19, 2017

Although the news of late on the political front has been challenging (Trump Admin, Barcelona, Charlottesville, North Korea) the savvy investor/trader can use these moments to put the "risk capital" part of their portfolio to good use. Most who trade have plenty of horror stories where their trades have gone terribly wrong, but usually the […]

One reason the financial market averages keep rising

| March 8, 2013

In talking with a long suffering customer the other day he asked me, “why are the stock market averages rising to all time highs, but business seems slower than ever?” I thought about that a bit since business wise I’ve felt pretty much the same way … as do most Americans with depleted savings, depressed […]

How Costco is planning for the expected tax increase …

| November 30, 2012

Playing the tax game as a big business or 1%-er investor must be a challenging problem to have? [sarcasm] Here’s a Wall Street Journal op-ed commenting on Costco’s recent “early” dividend announcement. Uncertainly in the tax code, along with the credits, deductions and complexity, slows economic growth, deters job creation and demonstrates that the more […]

Companies Gifting Shareholders Ahead of Tax-Law Change

| November 27, 2012

Be careful when selling (missing dividend) or holding stocks (fiscal cliff) — they could potentially payout a one-time dividend in 2012 before the expected tax changes in 2013 or they could suffer share price losses if congress and President Obama fail to come together.  Fearing a tripling of dividend tax rates next year, some companies […]

With tax uncertainty, how do we plan for retirement?

| February 22, 2012

The tax season is upon us and many take this opportunity to take account of our retirement strategy (at least those who are thinking ahead). Years ago … in the days of the company pension, confidence in Social Security and Medicare and the assumption that one would retire at 65 after a lifetime career with […]

Desultory - des-uhl-tawr-ee, -tohr-ee

  1. lacking in consistency, constancy, or visible order, disconnected; fitful: desultory conversation.
  2. digressing from or unconnected with the main subject; random: a desultory remark.