Latest Insights on ROG
This Tax Avoider Could Be the Best Stock of 2018 December 20, 2017 Stocks
Past performance isn’t a guide to the future. But it’s likely companies that aggressively used tax shelters in the past will find new ones in the future.
Boeing Stock Bigger Than Apple December 15, 2017 Investment Opportunities
For the Dow, which component did you have pegged as the top gainer? For many, it was likely Apple. But as you can tell from the title, that’s not the case.
The Stock Price of Amazon is Too High – A Buying Opportunity December 11, 2017 Investment Opportunities
Amazon has seen its stock skyrocket more than 50% over the last 12 months, and many investors are wondering if now is a good time to short the stock.2018 Commodity Forecast: Time to Love the Hated?
December 8, 2017 Natural Resource Investor
Investors have strategies for making decisions. A common strategy for good investors — or at least those who love to tout their goodness — is to buy what’s hated. Sir John Templeton, a guy Money magazine named as the greatest stock-picker of the 20th century, characterized the opportunity to buy what’s hated as the “point of maximum […]An Update on Third Point Reinsurance
December 6, 2017 Pivotal Point Trader
Third Point Reinsurance (TPRE) was added to the Pivotal Point portfolio in the middle of last month, and has struggled a bit since. No worries. The Bermuda company is the public investment vehicle of Dan Loeb, the billionaire activist hedge fund manager. The business prospects, and share price are nearing an inflection point. Reinsurance might not be […]






