About
Written By
Forbes Billionaire Investor
The Warren Buffett Whisperer: Charles Munger (1924-2023)
Berkshire Hathaway Vice Chairman Charlie Munger passed away this week in Santa Barbara, California. For five decades, Munger was Warren Buffett’s righthand man and north star—a likeminded soul who commanded and received respect and admiration from the Oracle of Omaha as his trusted consigliere and mentor in the discipline of producing wealth through stock-market investing.
October Provides No Treats For Stock Market Investors (October Issue)
The risk of a widespread war that could engulf the entire Middle East and perhaps even other parts of the world is a sobering consideration, and so is the relentless rise in interest rates. Nonetheless, there are glimmers of hope for better times ahead
Market Learns To Live With Higher Inflation And Interest Rates (September Issue)
Regardless of the market environment, there are always attractive opportunities to buy into solid businesses with a demonstrated track record of managing successfully through multiple economic and market cycles.
Take Me Out To The Ballgame (August Issue)
Businesses with strong competitive advantages, conservative financing and intelligent investors who also recognize the value proposition are the companies you want to buy. This month, we have three new portfolio additions that meet these criteria.
Smooth Sailing Through Choppy Seas (July Issue)
The widespread panic in the stock market last fall has fallen by the wayside and given rise to greed as the economy remains surprisingly durable.
Fed Serves Up Pause That Refreshes As Inflation Loses Fizz (June Issue)
The S&P 500 Index entered bull-market territory this month and bullishness is also in bloom among smaller stocks. In this issue, we present two recommendations to ride this new bull market, both of which feature generous dividend yields and exceptional value.
Send In Your Questions For Wednesday's FBI Webinar
Please send questions to me before our FBI webinar on May 24 at 2:00 p.m. EST. You may also send questions in real-time during the event.
PDCO Covered Call Write Correction
I sent you a trade intended for subscribers to Forbes Premium Income Report, a service that sends out two options-selling recommendations every Tuesday and Thursday.
Writing Patterson Companies Calls With 29 Days Until Expiration
For the buy write, if assigned, we'd earn $0.75 per share on $26.25 per share at risk, or 2.86%. Over a period of 29 days, the annualized return would be 36%.
Please Attend FBI Subscriber-Only Webinar On Wednesday, May 24
Join us on May 24 at 2:00 p.m. EST for a subscriber-only webinar. Throughout the program, you’ll be able to send me real-time messages and questions.
About
Written By