Nicholas Vardy
How To Assassinate a Stock
The broader markets ended the week flat, as the Dow Jones and the S&P 500 managed minuscule gains of 0.04% and 0.16%, respectively. The NASDAQ and Emerging Markets Index (EEM) also posted similarly flat weeks, with NASDAQ losing 0.98% and EEM down 0.72%. The story of the week in your Bull Market Alert portfolio relates to […]
Profiting From Obamacare
Founded in 1992 in Hunt Valley, Md., Omega Healthcare Investors Inc. (OHI) invests in principally long-term healthcare facilities in the United States. Currently, the company lists 432 facilities — 91.5% owned, 8.5% mortgage financed — in 34 states with 51 different operators. The company lists gross investment in the portfolio of $2.8 billion. Omega Healthcare operates […]
Markets Consolidate Recent Gains
It was a mixed week for your Alpha Investor Letter portfolio as global markets spent the week pulling back from recent highs. The Dow Jones was down 2.25%, and S&P 500 dropped 2.37%. The MSCI Emerging Markets Index fell 4.28%. With yesterday’s pull back, the S&P 500 stretched its losing streak to four sessions. Both […]
Germany’s “Secret Supply-Side” Revolution
Today, it is conventional wisdom that Germany is the wealthiest, most successful economy in Europe, and, as such, it has the obligation to bail out it’s ne’er-do-well neighbors like Greece and Portugal on the continent’s periphery. Yet, it wasn’t that long ago that Germany was considered the “sick man of Europe,” burdened by high labor […]
Staying Bullish on Biotech
The main U.S stock indexes slumped Friday, after a weak jobs report gave up all or nearly all of the gains during the shortened week. For the week, the S&P 500 shed 0.5% and the NASDAQ eked out a meager gain of 0.1%. The MSCI Emerging Markets Index dropped 0.95%. Your Bull Market Alert […]
Another 10% + Yielding BDC
Your Dividend Pro portfolio had a terrific week, with all of your positions rising. Last week’s recommendation, the UBS E-TRACS 2xLeveraged Long Wells Fargo Business Development Company ETN (BDCL), soared 8.26% during its first week in the portfolio. Hospitality Properties Trust’s (HPT) jump of 8.28% more than matched that big gain. This week’s Dividend […]