Many of my readers know that I have been all over the ramifications of the ethanol mandate, the effects it has had on the agriculture sector, and where I think investors can make money. We have been focused on restaurants – specifically protein heavy restaurants – that stand to benefit the most from falling commodity prices. In my latest piece on Forbes, I discuss the companies that have reported earnings already, and preview the ones coming up.
Check out my piece on Forbes discussing why mutual fund managers are having to go further out on the risk curve to generate alpha as the unintended consequences of government policy have forced them to make changes in their investment decisions.
Read my piece on Forbes to see why the largest cow herd expansion in history is underway, what the ramifications are, and how investors can profit.
If you’ve read some of my prior pieces, you know that I believe the entire agriculture commodity complex is in a historic bubble – a bubble created by the Ethanol Mandate. You can read about it in my Forbes article to see why prices are set to come down and where investors can make money off this major market shift.
George Soros is a legendary left wing investor and you can read how I believe he used the government to beat down the price of coal stocks in my Forbes article.
Check out my article in Forbes on how the privatization of PEMEX combined with U.S. softening on oil policy will impact prices for years to come. As Democrats move more towards the center, so does oil policy – and a republican administration would greatly accelerate development.
Check out my piece on Forbes.com about how adoption of cloud technology causes lower IT spending, and therefore squeezed margins for legacy IT providers. These vendors will no longer be able to enjoy the large margins of their traditional technologies, and even though they are moving into the cloud, these margin changes will alter their financial make-up – and they will miss estimates as a result.
Visit Forbes.com to see my analysis of why rising prices and falling incomes are hammering consumers, especially in the low-end. Consequently, companies that depend on these consumers for profits will suffer as consumers pull-back their spending levels. Some companies are already feeling the pinch, having recently missed their earnings estimates, and I expect this consumer effect to harm consumer discretionary stocks in the near-future.
Check out my editorial in the Tennessean about how rising food and energy prices are the result of bad government policy. Many pundits believe this is due to inflation, but it’s not!! Just a few policy changes could drop these prices and prove inflation is not the culprit.
Take a look at Tell-tale Capital’s top dividend paying stocks for June 2014, found using their GARY (Growth at the Right Yield™) methodology:
The charts below illustrate GARY, which identifies companies with historically low share prices but paying historically high dividend yields. These stocks all screened in the top quartile in Tell-tale’s GARY screen, which measures the growth, profitability and dividend characteristics of over 1500 companies. Read our full write-up for June on Forbes.
For a full explanation of how GARY works, read our Forbes article from April 2014.
Chart 1 (click to expand):