Cybersecurity leader Palo Alto Networks (PANW) reported earnings after the close Tuesday. I’ve long followed PANW because it has “Palo Alto” in its name and cybersecurity is a secular growth story. But I’ve never bought the stock because I’ve always…
In my opinion, the hardest thing in investing is admitting when you’re wrong. I have a tendency to hang on to my losers too long – and then they’re down so much that I figure there must be value by…
It must be noted that your Chairman – always a quick study – required only 20 years to recognize how important it was to buy good businesses. In the interim, I searched for “bargains” – and had the misfortune to…
Consider this Part III of a series of blogs about the perennial philosophy: buy high quality companies and hold them for the long term. I’ve linked to the previous two at the bottom of this post. Pepsi (PEP) reported stellar…
I write about a lot of different things but on Friday I articulated the perennial philosophy: buy high quality companies and hold them for the long term (“PG And The Investment Lesson You Must Learn”, Top Gun Financial, 4/21). There…
It must be noted that your Chairman – always a quick study – required only 20 years to recognize how important it was to buy good businesses. In the interim, I searched for “bargains” – and had the misfortune to…
It’s better to own a wonderful company at a fair price than a fair company at a wonderful price – Warren Buffett Most of us have an inclination to root for the underdog. We want to believe that David can…
Right now in the stock market we have as clear a divergence as I can recall between what the technicals are saying and what the fundamentals are. As far as the technicals, the S&P is above its 200 DMA, above…
With the stock market surging higher – and key technical indicators turning bullish – it’s hard not to believe that the bear market has been cancelled. Why would stocks be rallying so hard otherwise? This is a good time to…
Cybersecurity firm Palo Alto Networks (PANW) is a great stock. It’s one of the few I follow that really has not broken down – yet – during this nasty bear market. And Monday afternoon’s 2Q22 earnings report was a winner…