September 24, 2012 –
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RELATED TICKERS: REX
, WPRT
, DAR
Companies like Westport Innovations (WPRT) and Darling International (DAR) can help diversify your portfolio into other alternative energy concepts, but they lack the immediate profitability of sales at the consumer level available to us through ethanol today. And in ethanol, the best choice in the good old USA is REX American Resources (REX). This small, innovative leader is poised to take over its weaker competitors as the drought looms over them and expert capital allocator, Stuart Rose, CEO, deploys his company’s cash arsenal to shareholders’ advantage. He boasts 11.2% RoE since 1993 and 24% return on ethanol investments in FY 2011. Mr. Rose stands prepared to buy out his competitors as they fail, if their equipment meets his high standards. And his Board has authorized share repurchases. Both of these uses of cash strike me as good creators of shareholder value. [more]
September 08, 2012 –
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RELATED TICKERS: GMCR
, VOXX
, CMG
What do you think about these portfolio allocation goals for someone with a very long time horizon and a total annual return of 2+% above SPY? Assume that less tax efficient issues are held in tax-deferred or non-taxable accounts. [more]
September 08, 2012 –
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RELATED TICKERS: WLFCP
, CMG
, REX
Preferred stock seems far superior to me over bonds for the conservative portion of a person’s portfolio. The other night in his DNC Convention Acceptance Speech, President Obama urged people to consider some basic arithmetic, as had his cohort, President Clinton, the night before. I recommend carrying that sentiment over your own portfolio. [more]
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