acquisition price floor

The Acquisition Price Floor

The news shocked the markets… Amazon (AMZN), in their bid to conquer yet another retail sector, made a massive move into the grocery space last Friday, agreeing to buy Whole Foods Market (WFM) for $13.7 billion, at $42/share. It was a 27% premium to the previous day’s closing price. The reactions across the grocery industry showed investors were spooked as to what this move means for the future direction of […]

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Corporate debt to GDP

The Trump Market

We’ve been talking a lot between the two of us over the last week about what a Donald Trump win means for us, the economy, and the financial markets. Let’s state the obvious—we didn’t see this win coming. Not too many did, and we wouldn’t have forecast this short-term reaction we’re seeing from the stock and precious metal markets in the event of a Trump win. Citizens of the U.S., […]

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75k @ 18.94% for 10 years

#1 Determinant of Investment Returns

How do you get high returns—the kind of returns we look to achieve through Investment Intel and our stock investing course—by investing in the stock market? The stock market is risky, right? If you want high returns you have to take high risk, isn’t that true? Well, the market is risky—but you can minimize this risk significantly (and increase your returns) by knowing the right way to invest. Simply stated…high […]

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selling puts

Selling Puts for 30% Annualized Returns

Last night in the Investment Intel webinar, we continued with our discussion of selling puts on great companies we want to own, as well as analyzing a globally elite company that has recently dropped in price. You can access the recording below: March 30, 2016 Investment Intel As the number one rule for selling puts, we have continued to preach that you should only be selling puts on companies you […]

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Using the EV/EBITDA Ratio in a Stock Analysis

The market has continued to deliver non-stop action as we wrap up the second month of 2016. The number of triple digit gains/losses for the Dow Jones average, increase in overall volatility, and almost daily large swings in individual stocks has provided opportunity and excitement for a lot of us. 35% gains in KORS, 25% gains in DECK, 12% gains in LOPE, and multiple gains in oil stocks have already […]

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aapl volatility

Why Market Volatility is Great for Investment Returns

Wow. It’s been a pretty crazy, up and down (mostly down) time in the stock market since the start of the new year. I can’t say it’s surprising. What with China’s slowing growth, the price of oil dropping like a brick, Federal Reserve’s interest rate increase, and the fact that stocks have been pretty overvalued for a while now…we have been due for a correction in prices for quite some […]

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Power of 12% Returns

Let me give you an idea of what I’ve found to be the biggest motivator to learn how to become a proficient stock market investor. We’ve thrown the 12% number around before. We believe that once you’ve learned how to correctly invest in stocks, you will have the power to realize annualized 12% returns going forward. But what does that mean in real dollars, for your savings, and for your […]

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accumulation withdrawal financial phase

Your Financial Phase in Life

What do you save and invest for? Is it for freedom, more money, security…for fun? Well whichever answer you come up with—the reality is that most of us are investing for our future retirement income. Ultimately, we all are investing so that we will have enough money to withdraw and live off of each year of our retirement—when we are no longer working full-time. Sure, short term investing can sometimes be […]

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budget budgeting words

Finding the Fun In Budgeting

Budgeting is the most important step in designing any financial plan or financial blueprint. In working with our clients, this is one of the first steps we discuss, because it’s so vital to your success. I know—budgeting doesn’t sound like fun at first, but give this a thought… What if you could find an extra $100/month to save and cut out of your current budget? This is by doing things […]

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new year routine

The Essential New Year Routine

As we wrap up the calendar year, I always like to take some time to reflect on what kind of a year it’s been. What were my biggest accomplishments? What am I most proud of that happened this year? Which areas did I fall short? What would have made the year better? Did my financial picture get stronger? Did I make every effort to strengthen my relationships? Did I strengthen […]

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