Category: Uncategorized

To say the performance of the Pick Six since February 9 has been poor would be an understatement. There is nothing about these companies in particular that warrants the decline, and they are all still recommended. Ad tech has gotten beaten up lately and HEXO’s drop is a mystery given that more states are on… Continue reading 10Apr21: Pick Six 2mo Update

A recurring theme on All Dry Powder is pointing out opportunities when they arise and urging the use of financial resources available to jump on them. Part of successful investing is reallocating portfolios and drawing on ancillary funds to put your money to work. Currently due to market sell offs creating cheap shares in the… Continue reading 9Apr21: Five Ready for Takeoff

Stock investing is about predicting the future. As climate change continues to accelerate our need to adapt to new technologies, it is clear that hydrogen fuel cells are going to play a major role in transportation and energy storage. The fossil fuel industry and Tesla’s Elon Musk (“fool cells”) have done their best to slow… Continue reading 8Apr21: The Hydrogen Age

Numbers don’t lie. And when you see percentage gains year-over-year for revenue and earnings, the flight path begins to take shape. Let’s look at the stats of four future tech giants and use Facebook as our “control” group. Qrtly Rev. Growth/Qrtly Earn. Growth/3Yr Rev Growth Rate  Facebook (FB) 32.2% —52.7%—27% Trade Desk (TTD) 48.1%—198.2%—38% Digital… Continue reading 7Apr21: Future Tech Giants

We are in the midst of the Third Industrial Revolution and one of the pillars of this movement involves the rollout of green energy smart grids. There are wind turbines popping up all over the country, on land and in the ocean. We are seeing industrial scale solar farms to supplement smaller distributed power from… Continue reading 6Apr21: Green Energy Storage

A recent story in the NYTs “He Built a $10 Billion Investment Firm. It Fell Apart in Days” chronicles the rise and fast fall of private equity investor Bill Hwang: “Trading at roughly $12 a little over a year ago, ViacomCBS’s stock rose to about $50 by January. Mr. Hwang kept amassing his stake, people… Continue reading 5Apr21: Derivatives Morality Tale

“Biden Details $2 Trillion Plan to Rebuild Infrastructure and Reshape the Economy,” March 31 article in the New York Times: “The president’s focus on climate change is centered, however, on modernizing and transforming the United States’ two largest sources of planet-warming greenhouse gas pollution: cars and electric power plants.” “Mr. Biden’s plan proposes $100 billion… Continue reading 3Apr21: $2T Beneficiaries

We live in a very competitive society where limited high paying jobs are often protected by nepotism, institutional/guild exclusion and sometimes outright corruption. Of course being in a democracy allows, theoretically, that anyone can work their way up the economic ladder through hard work, experience and educational attainment, leading towards meritocratic based achievement. Investing is… Continue reading 2Apr21: Investment Game Theory

The “news feed” under stock symbols at sites like Yahoo Finance can be useful to track recent business developments, earnings announcements and commentary from analysts like Motley Fool. But occasionally there are “headlines” for reports about insiders selling shares that at first blush look like a big unloading, especially if there’s a bullet point lineup… Continue reading 1Apr21: Scare Tactics

Dr Michael Burry of “The Big Short” fame is a genius iconoclast investor who accurately predicted the real estate market crash back in 2008 when very few saw it coming. After time away from private equity (and leaving Scion Capital) he resumed in 2015 with a new firm he founded called Scion Asset Management. It’s… Continue reading 31Mar21: Michael Burry