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There are known knowns; there are things we know we know. We also know there are known unknowns; that is to say we know there are some things we do not know. But there are also unknown unknowns—the ones we don't know we don't know."

Disney is one the top performing Dobermans of the Dow so far in 2019. Shares have risen close to 30%.

Can you imagine JR Ewing sitting on a mat saying “Namaste”? 

You’ve probably heard about the college admission scandal rocking Hollywood and other elite social circles. But do you know the story behind the story? That is—how authorities were tipped off in the first place?

The story I’m referring to is a stock market story, and it begins with a man named Morrie Tobin.

I was recently speaking with a friend about investments. At one point, he disclosed he didn’t have much liquidity. When I asked why, he said it was because he invested several million dollars in McLarens and Patek Philippe watches.

I thought he was kidding, but he was totally serious.

Utilities and REITs are two sectors our firm is overweight in 2019. I recently granted an interview with Bottom Line Inc. to share a few of my ideas in these areas, which you can read by clicking here.  

Do you ever feel like your portfolio is a beach ball randomly bouncing around a stadium?

If that describes your recent experience, it’s easy to understand why. The S&P 500 was down over 13% last quarter. Now the index has staged a monster rally this quarter—bouncing back by 13%. Why such a dramatic reversal?

Boeing is the best-performing Dow stock over the last ten years. Since March 1, 2009, shares have soared 1,307%.

What propelled the aerospace giant into the stratosphere?

Follow the firm's free-cash flow and you'll find your answer.

Boeing's Cash Flow Surge  

Ossie Dahl’s retirement didn’t go as planned.

The 64-year old hospital exec had just completed a 40-year career at White Plains hospital in New York.

Moments after finishing a speech at his retirement party, he collapsed and died.

***

Nobody knows how long they will be “retired.”

This Valentine's Day, you may want to add Hershey shares to the chocolate Kisses you buy.

Hershey offers equity investors an attractive risk/reward balance for the present environment.