Buy the Omicron Dip! (But Choose Wisely)
Markets went haywire this week (and last) in response to a double whammy: Omicron’s appearance on...
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Author: Ted Bauman
A Stock-Picking Mutation to Beat the Omicron Threat
This is a company that has never made a profit. In fact, it’s never made any money at all. On top of that, analysts expect its per-share losses to double by the end of 2022. Assuming Adagio manages to generate some revenues next year — the market consensus is a minuscule $151 million — it’s already trading at almost 20 times those sales. Why? Because COVID is here to stay … and the search for a response is moving into new areas … quickly.
To Win at Investing, Accept That There Is NO Normal
At times of extreme uncertainty, external factors drive the prices of individual stocks. Some are “a bit” predictable, like the actions of the Federal Reserve. Others are true “Black Swans” — completely unpredictable events such as Omicron. In “normal” times, on the other hand, we’re supposed to be able to predict the movement of stock prices using standard models. But what if there are no normal times? A fascinating article by a famous investment analyst convinces me that this is exactly the case.
1 Less Thing to Worry About This Black Friday
Inflation has been on everyone’s mind this year. But don’t worry about it today: “Black Friday” is about resting, recovering … and pursuing all those sales that come up … if that’s your preference. But I don’t think you should worry all that much about inflation after today either. My views on inflation don’t come from cable network talking heads or political websites.
Let’s Talk Turkey: The Real Inflation Villains
One thing I like about Thanksgiving is the opportunity it presents for stimulating conversation. I’m not talking about heated political debates. Over the years, I’ve figured out a clever way to avoid this entirely. No, I don’t disinvite people I disagree with. I simply prime myself with a couple of interesting, but little-known facts. I wait for the right moment, then drop the bomb … gently, of course. And just to make sure there’s no blowback, I focus on issues where everyone will agree. Republican or Democrat, it doesn’t matter. So, in service of your Thanksgiving table, allow me to offer 2021’s Bauman’s Diversionary Topic™…
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