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
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
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
August 13, 2023 For my next book, I tried to simplify the content of my earlier books while providing novice investors with a guide to a lifelong portfolio they can manage independently. This book will be available in a couple of weeks. In it, I share insights from my extensive
August 6, 2023 The Johnson & Johnson (JNJ) August 4 closing price was $169.04 ($168.88 after hours). Analysts’ average price target is $182.00, with a high forecast of $215.00 and a low forecast of $170.00. With 12 analysts giving stock ratings to JNJ, there are 4 Buys & 8 Holds. One month ago,
August 5, 2023 My next book, The Maverick Investor, A Beginner’s Portfolio for Lifelong Wealth, will encourage proper investing and rejecting self-serving Wall Street approaches. The book will be available in eBook form from this website at a small cost. In several formats, including eBook, and soft and hardcover printed
June 27, 2023 I have become a big fan of McKinsey articles. This one (“What comes next for the global economy?“) emphasizes the importance of business leaders and policymakers in driving productivity growth and addressing regulatory obstacles to solve the mounting risks and challenges facing the global economy. Issues such
June 25, 2023 Recent economic data for China should be a concern to any individual or fund that is invested in China. For starters, the real estate bubble has popped. The biggest real estate projects have failed. Manufacturing is weak and industrial company profits are in continuous decline. Exports are
June 23, 2023 I am thankful that at my age my blood pressure is 120 over 80. Some days I need it. The InvestmentNews website, a magazine targeted to Investment Advisors covers all the topics of interest to my industry: Investing Regulation Technology Practice Management RIAs Broker-Dealers Wirehouses Tax Planning My industry,
June 19, 2023 This was another highly successful CEM Conference. A total of 57 corporate issuers met 57 investors in 20-minute one-on-one private meetings on Saturday, June 16. The CEO represented most companies. In an investor group session that followed, each investor rated their top 3 of the 18 companies
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