We agree with the Inner Circle member (see next article) who asked about Diversey. As IPOs (also referred to as new issues) go, it’s a winner.

Prior to the IPO, Diversey was wholly owned by Bain Capital. Bain is in the top ranks of U.S. private… Read More

I’ve often written and spoken about the poor reliability of using market indicators to guide your investment decisions. Recently I’ve said this reliability is likely to be even worse now, if only due to unsettling developments such as the pandemic, the unprecedented plunge in interest… Read More

Here’s an Excerpt from a recent issue of Advice for Inner Circle Pro Members:
“It’s a mistake to let predictions guide your investments, but especially so at times like now, when new ideas and differences of opinion are continually streaming into the markets. They make more… Read More

Here’s an Excerpt from a recent issue of Advice for Inner Circle Pro Members:
“One form of technical analysis is the Relative Strength Indicator (RSI). It charts a stock’s current and historical strength, or weakness, based on its closing prices over a recent trading period.
Specifically, it… Read More

Here’s an Excerpt from a recent issue of Advice for Inner Circle Pro Members:
“Early in my investment career, I developed a keen interest in what we called “investor rules of thumb.” Here are some random examples:
“Stocks trading at a P/E ratio of 10 times per… Read More

Here’s an Excerpt from a recent issue of Advice for Inner Circle Pro Members:
“In the weeks since the U.S. Presidential election, several of 2020’s main investor concerns have begun to fade.
The election turned out well for investors, and eased fears on both sides of the… Read More

You may recall that one year ago, we devoted our July 2019 client letter to the outlook for gold and gold stocks. We said,

“We now think gold stocks give you good odds. Recently, we’ve begun investing in high-quality golds for our clients. These gold-mining companies… Read More