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FANG, S&P 500, Danaher

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Subs: Lease Amended

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Subs: The Oil Situation

There are a few moving pieces now…

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An Investing Process Using CVS As An Example

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Subs: Horizon Pressures Trustees

It is getting hard to imagine the Trustees do not relent soon come to some type of settlement to let Oliver in. The vote was not even close and there is no way they are going to get more of it even if they succeed in procuring another vote via the courts.

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18 Months Of Constant Recession Calls And No Recession……

We’ve been “in the late innings” of this economic expansion it seems for years. The last 18 months have featured almost daily recession predictions…..ALL have been wrong

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Subs: Podcast

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Retail Sales Hit Record Levels Despite Falling Gas Prices

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Subs: Friday’s Links

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Subs: 33% Dividend increase

The best part is there is plenty more of these to come. For those who bought when we first wrote about this in August 2018, you are now getting a 6% yield on your invested capital and are up almost 170% in the stock itself.

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Fed History Suggests Rate Cut Coming

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Subs: Jana Takes 9.5% Stake

TopGolf is the prize here….

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Subs: Is There Growth?

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Refining Inputs Still Below Historical Averages

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Subs: FHFA Report to Congress