Investing in RULCs: A Promising yet Conservative Strategy

Your portfolio may contain REITs, MLPs, BDCs, TIPS or various other investment acronyms, but do you own any RULCs? Perhaps you’ve never heard the term. That’s probably because I coined it myself, or rather cobbled together the acronym from a phrase used by the legendary investor ... read more...

Apple is Thriving under Tim Cook

22 September, 2014 by Ben O'Brien in Commentary, Large Cap Stocks
(Source: Apple.com) A recent cover story from Businessweek profiles Apple CEO Tim Cook and describes how he has changed the culture of the company. The magazine also published a follow up interview with Cook after Apple’s recent iPhone 6/Watch announcement. Back in 2012 after the death of ... read more...

What to Expect from Apple’s Big Announcement Tomorrow

8 September, 2014 by Ben O'Brien in Commentary, Large Cap Stocks
For several years now, watchers of Apple have been waiting for some big, new, groundbreaking product. The company has prospered by updating its existing products, but if it hopes to continue its tremendous growth, it will need to launch something new as it did with the iPod and then the iPhone ... read more...

Barron’s: Boeing Shares Could Take Off

8 September, 2014 by Ben O'Brien in Commentary, Large Cap Stocks
Shares of the aerospace giant Boeing (BA) popped 2.5% today after a favorable feature story in Barron’s over the weekend said the stock could rise as much as 20%. Also a report of a large order of 737s from European discount airline Ryanair probably contributed to the jump today. The ... read more...

Barron’s: Sky is the Limit for Apple’s Cloud Business

Apple’s stock recently reached its all-time high, and the company is on the verge of a major product announcement in September. All eyes are on Apple’s next move. A lot of speculation has focused on a new smartwatch or TV, and last week I wrote about the company’s interesting ... read more...