Steve Alexander | TalkMarkets | Page 1

Steve Alexander

Editor, MagicDiligence.com
Contributor's Links: MagicDiligence.com
Editor at MagicDiligence.com. MagicDiligence offers tools and Business Reviews to help you find only GREAT stocks: those with rising, recurring revenues and durable competitive advantages. Learn more about our low-cost, ...more
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Performance Update For Q4 2018
Saturday, December 8, 2018 6:08 PM EDT
As the saying goes, the market goes down faster than it goes up - although over time it goes up more than it goes down. We certainly saw that in Q4, at least through November.
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Square Is A Fast Growing Company In A Great Industry
Sunday, October 21, 2018 2:10 PM EDT
Electronic payments are faster than cash, safer than cash, and easier to track and record.This sets up an enormous addressable markets where there will be 750 billion electronic payments per year by 2020 - and increasing at double digit rates.
In this article: SQ Also: V, AAPL, GOOG, PYPL
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A Top Notch Play In The Cloud Software Mega-Trend
Saturday, September 1, 2018 12:50 PM EDT
While it's not the most glamorous thing in the world, all businesses - particularly large scale enterprises - need efficient service operations.
In this article: NOW Also: IBM, CA, CSCO, MSFT, SPLK, ZEN
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3 Attractive Industries For Investment
Sunday, August 19, 2018 12:04 PM EDT
Let's take a look at a few industries that - while every participant in them certainly isn't of "green dot" caliber - they still provide attractive characteristics that could produce a few select companies definitely worth a look.
In this article: ALGN, ISRG, MNST, CELG
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What We Can Learn From Jamie Dimon And Warren Buffett
Sunday, June 17, 2018 10:15 PM EDT
Jamie Dimon of JPMorgan Chase (JPM), and Warren Buffett of Berkshire Hathaway (BRK-B) - posted a thought-provoking editorial to the Wall Street Journal. Here are a few things we can learn from it to improve our investing outcomes going forward.
In this article: JPM, BRK-B
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4 Reasons Why Enterprise Software Firms Can Be Great Investments
Sunday, June 17, 2018 3:53 PM EDT
Over the last 30-40 years, this industry has produced some of the best long-term performers in the entire stock market, and yet today, there is more opportunity than ever. This industry is enterprise software.
In this article: CRM, WDAY, TEAM
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3 Reasons To Avoid Retail Store Stocks
Sunday, June 17, 2018 12:21 PM EDT
We are going to continue to build out our list of "red dot" industries, best avoided when talking about "buy-to-hold" investments. To that list, we add an industry that pretty much everyone is familiar with: brick-and-mortar physical retail stores.
In this article: TJX, DLTR, W, AMZN
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Why Payment Processing Is An Industry To Invest In
Thursday, April 26, 2018 1:30 AM EDT
The entire cohort of companies in the payment processing industry are usually good places to start to look for solid, long-term investment holdings.
In this article: GPN, MA, TSS, V, PYPL
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How Our Tracking Portfolios Did In March
Sunday, April 8, 2018 5:14 PM EDT
After over a year of straight monthly advances for the stock market, February and March have both been down months.
In this article: SPY
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Roku's Business Is Not What You Think
Friday, March 30, 2018 7:50 PM EDT
Few consumer trends of the past decade have been as pronounced as the shift away from the broadcast, "live" model of programming to the video-on-demand (VOD), or streaming, model.
In this article: ROKU Also: NFLX
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The Importance Of Return On Capital
Monday, March 12, 2018 10:31 AM EDT
One grossly over-looked factor in investing is Return on Invested Capital, or ROIC for short.
In this article: UAL, SAVE, HSY
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Book Review: The Little Book That Builds Wealth
Wednesday, February 28, 2018 2:53 PM EDT
The Little Book That Builds Wealth is all about one principle - determining a company's economic moat. This is an important concept, as a moat protects a company's profits from competition.
In this article: CMG, F, LUV, MA, EBAY
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Abiomed - An Up-And-Coming Medical Device Maker
Thursday, February 22, 2018 3:19 PM EDT
Abiomed is a medical device company focused on the heart. Virtually all of the company's revenue is from sales of the Impella percutaneous heart pump, a device which relieves the burden on the heart during surgery.
In this article: ABMD Also: ABT, MDT
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Some Thoughts On The Recent Market Decline
Monday, February 12, 2018 7:34 AM EDT
After about 20 months of essentially unfettered gains, the S&P 500 has gone backwards pretty sharply in the past week.
In this article: SPY
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What Quality Growth Really Means
Wednesday, February 7, 2018 11:39 AM EDT
The Quality Growth spell sets its universe of "growth" stocks by limiting the stocks it considers to the average 3-year revenue growth figures that are in the top 20% of the market
In this article: NFLX, PCLN, AMZN, REGN
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3 Examples Of Consumer Brand Destruction
Thursday, January 25, 2018 11:29 AM EDT
One of the few durable long-term competitive advantages a company can build over its competitors is developing a consumer brand intangible asset.
In this article: CMG, KSS, NKE, DSW, UA
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