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Nov 26, 2018

Investing in out-of-favor stocks can give you a big rebel thrill… and you don’t even have to hop on a Harley…

Blown up… left for dead… on the trash pile… you name it… Abandoned stocks are worth a look. If you can find asymmetry in the risk/reward, the wait can be well worth it.

But making a contrarian...


Nov 19, 2018

My guest today has been in the nuclear power industry for 30 years. She’s forgotten more about nuclear than most people will ever know.

Andrea Jennetta is publisher of Fuel Cycle Week. Over the last couple of years our views on the uranium cycle have diverged.

But we finally had a chance to meet face to face at the...


Nov 12, 2018

Jacob leegard went from professional poker player to full-time deep-value contrarian investor. It’s not such a stretch…

The contrarian approach requires a great deal of patience and risk/reward assessment…

And when you’re buying what everyone else is ignoring, you can only play your best hand… That means...


Nov 5, 2018

Everyone loves a good story… but the problem with buying a story is the facts sometimes get in the way. Today I talk about why numbers matter… and the ones to pay attention to.

U.S. midterm elections are tomorrow. The results could lead to market fireworks —or not…  

If you weren’t prepared for last month’s...