Investor Want a KracKeR? (KKR,LMNR,HAIN,QQQ,TREE)

Investor Want a KracKeR? (KKR,LMNR,HAIN,QQQ,TREE)   We’ve long admired legendary investor David Dreman, author of the ‘Contrarian Investment Strategies’ series of books.  His approach to value investing was a tremendous help to us when we began in the business some 25 years ago.  And even though the days of pure value investing are likely behind us for good, once a while a good opportunity does pop up, and we try to avail ourselves of it.   What was the essence of Dreman’s approach?   Contrarian investing for Dreman was a matter of finding desperately battered stocks and buying them for the long haul, say, three years or more.    Three measures, for him, marked a security that was ripe for purchase: a low price to book ratio, low price to earnings and a healthy dividend yield.   When those three metrics were in play, the stock was considered good value, and Dreman bought. But investing trends change and markets don’t always avail themselves of the systematic and disciplined approach that marked the last generation’s methodology.  Today, stocks will rise – even soar – with little if any of what Dreman sought before he bought.   Today, it’s all about momentum and…

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Organic Investing (HAIN,LMNR,GDX,JPM)

Organic Investing (HAIN,LMNR,GDX,JPM)   The real question is how many people are prepared to put a seed in the ground, water it and watch it grow, helping it along with whatever nourishment it requires – fertilizer, water – until such time as its fruit can be plucked and eaten.   Are you among that bunch?   And why is it so important?  Why is it ‘the real question’?   Call us crazoids and renegades, but that’s the way we see it.  The time’s a’coming when those who can pull their sustenance from the good earth will be the ones to endure.  While those who rob, steal and fake their way through life, posing as specialists and experts of every whatnot and wherefore, will politely be shown the door. And will more than likely starve.   Because the only real skills one needs in this world are those of the farmer.   You heard it right.   Ask him how he grows his fruit and vegetables, and pay attention.  Let him explain the details of animal husbandry, how he procures his meat, milk, fish and eggs, and write it down – every word.   Because there’s little more that will get…

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