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Stock Prospecting and Trump

In the stock market, hopes have run high among many sectors after Trump’s election victory. People, immediately following the election results, started measuring which companies would benefit from expected Trump economic policies. […]

January 21st, 2017|Donald Trump, Stocks|0 Comments

Financial Flexibility and Substantive Equity

In a nutshell, my balance sheet approach to investing emphasizes the matters of financial flexibility and substantive equity, both of which are primarily defined by a company’s present balance sheet. I say “primarily” because future performance indeed will change the existing balance sheet in terms of its financial flexibility and its quantity and composition of equity. How a company manages that future performance will impact the future balance sheet. […]

January 7th, 2017|Balance Sheet, Equity, financial flexibility|2 Comments

Merry Christmas and Happy 2017

Dear Friends,

I pray that you and your families will have a wonderful Christmas and know the love of Christ in your homes this season. Merry Christmas and Happy 2017.

“For to us a child is born, to us a son is given, and the government will be on his shoulders. And he will be called Wonderful Counselor, Mighty God, Everlasting Father, Prince of Peace.” Isaiah 9:6 (New International Version Bible)

Paul

December 18th, 2016|Christmas, Jesus Christ|3 Comments

Screening for Stocks (Q & A)

Hi friends. I hope you enjoyed a wonderful Thanksgiving season. Christmas is just around the corner. The weather has been warm and very dry in the deep south until just this past week but today is cool and very rainy, feeling more like winter and Christmas time.

Today, I’ll share a portion of a question and answer conversation I recently had with a reader of my book, “Choose Stocks Wisely.” Thor asked me: […]

December 3rd, 2016|Balance Sheet, stock filters, value investing|Comments Off on Screening for Stocks (Q & A)

Happy Thanksgiving!

The election is behind us and Donald Trump will become the 45th President of the United States. As shared in my post just prior to the election, I’ll share again the Bible verses found in I Timothy, chapter 1, and verses 1 through 7, New King James Version: […]

November 19th, 2016|Bible, God's Promises, Thanksgiving|0 Comments

THE Commander in Chief

Several weeks ago, my wife and I were traveling on a country road and I shared what was going on in my mind with her. I said “I need to remember that regardless of who becomes the next U.S. President, Jesus is THE Commander in Chief. My trust must always be in Him.” Just as I finished my statement, we were rounding a curve in the road and my wife and I noticed a sign in front of a church building that said, “It’s Not about who Becomes President; Jesus is the King.” We looked at each other big-eyed, reminded of what is true in every moment of life, namely that God knows our very thoughts, even before we have them. In that moment, I sensed His presence in a very real way letting me know that He was watching over us. […]

November 5th, 2016|Jesus Christ|0 Comments

A High Pressure Economy

Last week I posted about a couple of recent articles that discussed both Federal Reserve Chairwoman Janet Yellen’s and former Treasury Secretary Larry Summer’s support for potential future government purchases of stocks. The very notion of the government entering the stock market as a regular participant challenges my notion of a free market. This week, I’ll write a little about a Reuter’s article from October 14 expressing Yellen’s floating of the idea of running a high pressure economy. […]

October 22nd, 2016|Balance Sheet, Federal Reserve, Risk|0 Comments

Government Stock Purchases??

I was very recently reading about the government giving serious consideration to regularly engaging in stock purchases to help offset subdued growth and inflation. I must admit to cringing at this notion. […]

Cash Flow From Operations

Hi friends.

“Total Cash Flow from Operations” is an important subtotal found on the Statement of Cash Flows. This subtotal amount taken from each subsequent cash flow statement basically represents cash earnings for the latest period. […]

September 23rd, 2016|accrual accounting, operating cash flow|4 Comments

Living Above Uncertainty

Depending on which way the wind is blowing, you may read someone predict a stock market crash if Donald Trump is elected or you may read that a crash will occur if Hillary Clinton is elected. While there could be volatility following the election, the stock market throughout its history has been a place of day to day uncertainty and that means volatility in stock prices. […]

September 10th, 2016|Balance Sheet, Jesus Christ, uncertainty|1 Comment