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Simplifying The Trade War Risk

Submitted by Silverlight Asset Management, LLC on May 15th, 2019

 

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."

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What's The Magic Of Disney Worth? A Lot More Than The Current Stock Price

Submitted by Silverlight Asset Management, LLC on April 29th, 2019

 

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

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As The Dinosaurs Retire, The U.S. Energy Industry Is Evolving

Submitted by Silverlight Asset Management, LLC on April 24th, 2019

 

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

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The Stock Market Story Behind The College Admissions Scandal

Submitted by Silverlight Asset Management, LLC on April 12th, 2019

 

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.

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The Role of 'Treasure Assets' In Your Portfolio

Submitted by Silverlight Asset Management, LLC on April 9th, 2019

 

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.

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Interview About Utility and REIT Ideas

Submitted by Silverlight Asset Management, LLC on March 28th, 2019

 

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.  

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The Beach Ball Cure For Market Volatility

Submitted by Silverlight Asset Management, LLC on March 27th, 2019

 

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?

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Lesson From Boeing: Follow The Free Cash Flow

Submitted by Silverlight Asset Management, LLC on March 4th, 2019

 

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  

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The Time Horizon Risk No One Talks About

Submitted by Silverlight Asset Management, LLC on February 20th, 2019

 

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.”

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Hershey Offers Investors Certainty In An Uncertain Time

Submitted by Silverlight Asset Management, LLC on February 14th, 2019

 

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.

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