Newsletter - August 31st, 2024

Dear Reader,

Attached is a recent list of stocks that passed value screens (e.g. below net current asset value, below tangible equity, etc.) but don’t meet our investment criteria - and our reasoning.

This may help you avoid some ‘value traps’, and stocks that aren’t sufficiently attractive compared to opportunities available today.

For reports of stocks that pass our quantitative and qualitative standards:

Join Here

Wealthtrack - Richard Bernstein

Bernstein is an experienced strategist - notes below:

3:00 Reinvesting dividends

If you don't need to live off your dividends, reinvesting them is the simplest way to compound your money with decent results.

Even if you need to live off your dividends, stocks are the only asset class that automatically re-invests the residual earnings on your behalf - for growth.

7:15 Opportunity is contrarian

Active investing requires courage and contrarianism. Most active managers are unwilling to behave this way partly due to career considerations.

Further, the choice to be a passive investor is an active decision.

9:00 Narrowest index leadership since the 1930s

This is the narrowest set of stocks driving S&P 500 performance since the 1930s - indicating its lopsided nature.

14:00 An Economic story isn't an Investment story

Booming industries don't translate to long-term investment profits. Whether it's the auto industry in the 1920s, dot-com companies in the 1990s, or AI companies in 2024 - only a handful will survive.

What matters is the strength of the competitive advantage of the company.

16:00 De-globalization

De-globalization is the current significant trend. And Bernstein predicts a regime shift from secular disinflation to inflation.

23:30 Save twice as much, take half the risk

Sound financial advice to save more, and take less risk (not vice versa). As Benjamin Franklin said, "A penny saved is a penny earned".

And we carefully select our stocks to limit risk on a diversified basis.

For reports on the best investment values in stocks worldwide:

Join Here

Wish you an excellent week ahead.

Newsletter - August 31st, 2024

Dear Reader,

Attached is a recent list of stocks that passed value screens (e.g. below net current asset value, below tangible equity, etc.) but don’t meet our investment criteria - and our reasoning.

This may help you avoid some ‘value traps’, and stocks that aren’t sufficiently attractive compared to opportunities available today.

For reports of stocks that pass our quantitative and qualitative standards:

Wealthtrack - Richard Bernstein

Bernstein is an experienced strategist - notes below:

3:00 Reinvesting dividends

If you don't need to live off your dividends, reinvesting them is the simplest way to compound your money with decent results.

Even if you need to live off your dividends, stocks are the only asset class that automatically re-invests the residual earnings on your behalf - for growth.

7:15 Opportunity is contrarian

Active investing requires courage and contrarianism. Most active managers are unwilling to behave this way partly due to career considerations.

Further, the choice to be a passive investor is an active decision.

9:00 Narrowest index leadership since the 1930s

This is the narrowest set of stocks driving S&P 500 performance since the 1930s - indicating its lopsided nature.

14:00 An Economic story isn't an Investment story

Booming industries don't translate to long-term investment profits. Whether it's the auto industry in the 1920s, dot-com companies in the 1990s, or AI companies in 2024 - only a handful will survive.

What matters is the strength of the competitive advantage of the company.

16:00 De-globalization

De-globalization is the current significant trend. And Bernstein predicts a regime shift from secular disinflation to inflation.

23:30 Save twice as much, take half the risk

Sound financial advice to save more, and take less risk (not vice versa). As Benjamin Franklin said, "A penny saved is a penny earned".

And we carefully select our stocks to limit risk on a diversified basis.

For reports on the best investment values in stocks worldwide:

Wish you an excellent week ahead.

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