Bill Cara

Help You Invest

Bridging the Wealth Gap: The Urgency of Economic Charters

August 29, 2023 I discovered an interesting article today in the National Post. It’s by billionaire Frank Stronach, founder of Magna International (NYSE:MGA $16.3 Billion market cap). “Frank Stronach: Ensuring the modern-day ‘kings’ don’t hoard all the gold The extreme concentration of wealth in the hands of a few inevitably

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Amgen (AMGN) Financial Report

August 27, 2023 Amgen, a leading biotech company with 24,000 employees worldwide, has demonstrated a positive trajectory of recovery and growth, showcasing improved fundamentals and a promising outlook. The company’s recent performance highlights its resilience and potential for long-term success. Amgen’s notable products, including Neulasta and Enbrel, play significant roles

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UnitedHealth Group (UNH): A Quarterly Analysis for Maverick Investors

August 25, 2023 UnitedHealth Group (UNH), the nation’s largest health insurer, has shown consistent growth and resilience. Let’s investigate the details of the last two quarterly reports and additional financial data to analyze UNH’s performance and outlook. August 25, 2023 Stock Price: $489.12 The Stock Price Trend: Bearish short-term and

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Connected Paths and Insights: Exploring Bill Cara’s Impact

August 23, 2023 An assessment of a Bill Cara article published 14 years ago and reprinted on January 29, 2023: https://www.billcara.com/help-you-invest/understanding-life-is-the-essence-of-investing-2/ In a reflective exploration, Bill Cara, now 81 years of age, delves into the intricate connections life weaves and the continuity that arises when paths intersect. Sharing personal experiences, he

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Lyn Alden discusses Artificial Intelligence (AI).

August 23, 2023 Lyn Alden is one of my favorite investment analysts. I highly recommend her. In her free August newsletter https://www.lynalden.com/august-2023-newsletter/, she delves into the multifaceted realm of Artificial Intelligence (AI), comprehensively exploring its impact and implications. Positioned between the polarizing perspectives on AI, Alden approaches the topic with

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Chevron Corporation (CVX): A Quarterly Financial and Business Operations Analysis

August 22, 2023 August 2023 Report: Chevron Corporation’s recent financial performance has been impacted by lower upstream realizations and decreased margins on refined product sales. The Q2 (latest) filing reported unfavorable comparisons due to these factors. However, the company’s record production from the Permian Basin provided support. The acquisition of

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SEC Regulations and Compliance Challenges for Investment Advisors

August 21, 2023 InvestmentNews.com has an interesting article by Mark Schoeff Jr. today that Registered Investment Advisors and brokers should read. https://www.investmentnews.com/tsunami-of-new-rules-bears-down-on-advisors-241228 Introduction SEC preparing to approve major proposals in the upcoming year. Investment firms face increased costs and compliance workloads. Impact of Marketing Rule Implementation Landmark marketing rule announced

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McDonald’s (MCD) is a solid core holding for Maverick Investors.

August 14, 2013 As I set up a lifelong portfolio for novice investors, selecting only from blue-chip Dow 30 companies, I hadn’t initially chosen McDonald’s. Then, in my research, I discovered that from August 13, 2013, through August 11, 2023, the Company posted the eighth-best Average Annual Total Return in

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