Watchlist – December 2018

There are many traps for an unwary investor that can lead you into deep water. One of my all time favourites is the erratic behaviour to buy cheap stocks just because they are cheap. Truth be told, I’m guilty of falling into that trap multiple times. Don’t get me wrong. Valuation is a key factor that requires an examination. But in the first place, quality…

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Dividend Income – November 2018

It always brings a smile on my face to hear about stock market forecasts. Often it sounds like a doomsday scenario: the market is going to crash due to the trade conflict with China. Interest hikes are a real threat for your portfolio. Now it’s the best time to shift from stocks into bonds. These are just a few examples. The Art of knowing is…

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Recent Buys – BlackRock (BLK) & General Dynamics (GD)

I always keep an eye out for appealing investment opportunities. That is quality businesses which are on sale. Unfortunately quality is rarely on sale. The reason is that people usually accept to pay a premium for a great product. Let it be suits, cars or stocks. Luckily every now and then, we are able to find some good bargains. With recent volatility, Mr. Market has…

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