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Posts Tagged ‘long-term investing’

Coming Wednesday–Rebalancing (finally) for the long-term 50 Stocks Portfolio

With my thoughts on why rebalancing has been so difficult in the market of the last 12 months.

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Recent weakness good opportunity to pick up Disney for patient, long-term investors

Every so often the calendar and the movie release schedule give patient long-term investors a chance to buy Disney (DIS) on some mild weakness. That's where we are now. The stock pulled back slightly after the company announced first quarter earnings on May 9 of $1.61 a share. That was 4 cents better than the […]

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Corning drops on accounting loss from tax cut bill

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No signs of danger to HDFC Bank from India’s online revolution–in fact, on the contrary…

It's only sensible to worry about numbers like these--they're just so deliciously good. For the last 10 years, India's HDFC Bank has been able to grow its loan portfolio by 31% annually. It's deposit base has expanded at almost the same rate, 29% annually. That combination has enabled the bank to average a net interest […]

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Johnson Controls moves closer–maybe–to breaking out of doldrums

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Will PayPal be a FinTech winner?

When eBay (EBAy) and PayPal (PYPL) split up in July 2015 (with eBay shareholders getting one share of eBay and one share of PayPal) I told myself (and readers) that I wanted to keep PayPal in my long term 50 Stocks Portfolio but would one day sell eBay out of that group. Well, today I'm […]

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Cummins reports solid second quarter and shows progress in moving to electric truck market

I'm on vacation until September 7. I wrote this update on portfolio holding Cummins on August 22. On August 1 Cummins (CMI) reported second quarter earnings of $2.53 a share. That was 3 cents a share below Wall Street estimates. Revenue climbed 12% year over year to $5.08 billion, significantly above the $4.8 billion projection. […]

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Apple earnings solid enough to support tech sector

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Huge earnings beat can’t save Alphabet from metrics miss

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Adding Nidec (NJDCY) to my long-term 50 stocks portfolio

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