Page 5 - Jonathan Heller News Today

Stock action is growing down on the farm, writes Jonathan Heller, who says it doesn't hurt that Bill Gates has been buying up acres of farmland, though not all owners of agricultural land are seeing their shares do great....FPI

My Tax Loss Selling Recovery Portfolio Is Impressive So Far But were still in the early innings. Mar 09, 2021 | 10:30 AM EST One third of the way there, this years Tax Loss Selling Recovery Portfolio continues to put up rather impressive numbers. Up nearly 47%, since the early December rollout in three tranches, Id be extremely satisfied with those results over an entire year. That said, I take these early results with a grain of salt. Tranche 1, released on 12/1 had another solid month...

This has recently been a pretty exciting place to be....NL

Hits and Misses From the Early Days of What Would Become the Pandemic Booking a cruise a year ago wasnt a great idea, but buying a discounted small-cap fund was; so was buying physical silver. Stocks quotes in this article: RCL, RMT, CRESY I decided to take a look back at columns from one year ago as the pandemic was rearing its ugly head. It was a bit painful; I was sanguine at the time in thinking that it would be all be over...

The Ongoing Hunt for Deep-Value Stocks Turns Up 3 Candidates American Outdoor Brands, Fonar Corp. and Suralign Holdings present value investing opportunities. Stocks quotes in this article: AOUT, FONR, SRGA The search for pockets of value, although more difficult these days given loftier valuations, is a continual process. Sometimes you need to turn over many rocks to find anything interesting. My pursuit of companies trading a...

Whether Active or Passive, These 2 Deep-Value Portfolios Are Shining Four months in, the 2020 Triple Net Active Versus Passive Portfolio experiment is proving to be a rewarding experience. Feb 22, 2021 | 10:30 AM EST Four months since inception, my 2020 Triple Net Active Versus Passive Portfolio experiment continues to provide fairly impressive early absolute results. The Active Portfolio, unveiled last Oct. 21 and Oct. 23, is up 31% but is still trailing the Passive Portfolio (up 35.2%...

Screening for quality defensive stock plays yields a woefully small much for value investor Jonathan Heller, who writes that the pickings are slim when it comes to stocks that can meet the stringent standards of a stock screen based on Benjamin Graham's principles....CMC

Cruise operator Carnival Corp. (CCL) still does not float the boat of value investor Jonathan Heller, who finds the company's voluminous and expanding debt and massive increase in shares outstanding unappealing.....CCL

Retail stocks have caught fire this year, but they could be too hot to handle for long, writes Jonathan Heller, who sees the retail sector as one to trade, not to buy and hold....KSS

Rising Small-Cap Tide Helps Lift This Value Portfolio The 2021 Double Net Value Portfolio has had a great first two months as small-cap stocks in general have been hot. Feb 08, 2021 | 11:00 AM EST Less than two months since inception, my 2021 Double Net Value Portfolio has enjoyed a nice run since the January update, rising 12.5%. Microcaps as measured by the Russell Microcap Index are up even more during that stretch (up 14.6%). Since inception, the portfolio is now up 22.9%, better th...