COVID-19 slows move to unlock value

The stock market turmoil caused by COVID-19 will likely prompt many companies to postpone their upcoming spinoffs or strategic sales. Even so, when business conditions improve, we expect Vonage and Archer Daniels to follow through with their own plans to add investor value.

What is Pat’s commentary for the week of February 23, 2016

Here’s an email I received recently from one of our portfolio management clients. Lots of readers may find something they can identify with in his views.

“Subject: cashless society

Good morning Pat,

After reading an article that said that 93% of all monetary transactions in the U.S. are… Read More

Three top retailers for low-risk growth

As part of our three-prong approach to investing, we recommend investors spread their money out across the five main economic sectors: Manufacturing, Resources, Consumer Goods, Finance and Utilities. We also advise investing mainly in well-established companies, and downplaying stocks in the broker/media limelight.

Due to… Read More

What is Pat’s commentary for the week of July 21, 2015

You can cut your investment risk and enhance your potential profit by investing in stocks with hidden assets. These are assets that most investors overlook. The classic example is real estate that is worth a lot more than its balance-sheet value (which is usually the… Read More