Two months since inception, my “2023 Tax Loss Selling Recovery Portfolio,” benefitted from a solid January that took returns into positive territory. Down about 2.8% as of my Jan. 6 update...
Tag: Jonathan Heller
My Unusual (For Me) 2023 Stock Pick Has Quietly Become a Dividend Champion
My top stock pick for 2023 is a bit out of the ordinary in terms of my past selections which, over the years, have tended to be very small and sometimes off-the-wall names. My pick this time around is...
This 73-Year-Old Investment Strategy Is Still Working Today
As we put 2022 out of its misery, I am reflecting back on what worked and what did not this year. There was plenty that did not. One area that was modestly successful was a screen I’ve used for ...
Carnival Is Still a Long Way From Home
It’s been a few months since I last wrote about Carnival Corp. (CCL) , a poster child for what can happen when a company has to make major changes to its capital structure. In Carnival’s ...
This Value Investor Has Found a ‘Dead Cow’ to Feast On
Two years ago, we did not get photographic proof of the white bear our daughter and I encountered on a trail in the Elkhorn Mountains in Western Montana. That encounter had a built-in investment lesso...
I’ve Got Smith & Wesson in the Holster, but the Safety Switch Stays On
As I was scouting for companies recently, I found one name that — while not ready to pull the trigger on — is worth setting your sights on. Let me explain. I was developing a list of compa...
10 ‘Benjamin Graham Defensive’ Stocks Make That Make the Grade
Admittedly, the rest of the names that currently meet my modified Benjamin Graham “Stocks for the Defensive Investor” criteria are not as big or as well-known as the one I mentioned in my ...
Don’t Forget About Me: 3 Undervalued Stocks That Look Interesting Now
With the S&P 500 down 8% year-to date, the Russell 2000 off 9%, and uncertainty in the air, I am on the hunt for undervalued names. But with markets so volatile, I am cautious on my buys, and look...