Wednesday, August 16, 2017

Stock Watch - Louis Vuitton Moet Hennessy LVMH

8-17-17
One way to get investment ideas is to see where the money flows to from consumers. Being married, I started watching my wife's favorite brands that a single man wouldn't notice.

One of her favorite stores is Sephora. While at a Sephora location in a huge high end Texas mall, I noticed the amount of women that packed the store. So I decided to do a little digging.

Sephora is part of a larger company based in France - the LVMH group. My jaw dropped when I saw the businesses owned by LVMH. The stock ticker symbol derives from three of it's business lines: Louis Vuitton, Moet and Hennessy. Recognize those brands? Pretty high end.

It goes deeper. LVMH owns over 70 business. Or Houses as they like to call them. The Houses are divided up into six business sectors: Wine & Spirits, Fashion & Leather Goods, Perfumes & Cosmetics, Watches & Jewelry, Selective Retail and Other Activities.

This is just the surface. I'll post all my LVMH rantings, research, commentary and ultimately if I think it is worth ownership.

Wednesday, May 31, 2017

Investor Education - The Most Important Metrics for REIT Investing

One thing that is important when you do you own investment selections is to understand what you are buying and how to investigate the underlying business.

There is always risk to investing. An investor cannot simple remove risk. What an investor can do is lower the risk factor by education. Armed with information, an investor can make a prudent investment for his risk tolerance.

All that stated, anytime I find a news article or website with what I feel is of important investment educational value, I will post the link under the heading Investor Education.

Real Estate Investment Trusts (REITs) are great income generating investments. However, REITs are not for every investor. How does one determine if REITs are proper for one's individual portfolio? Learning what an REIT is and how it works as well as how to evaluate an REIT is the key.

Linked article is The Most Important Metrics for REIT Investing by Brian Bollinger of Simple Safe Dividends. Click on the hyperlinks for more info on Bollinger and his newsletter.

Happy investing! As always, I present my research for educational purposes only. Please due your own due diligence before you invest. Mentions of my personal transactions are for full disclosure and education purposes and are not recommendations on my part for anyone else.


Tuesday, May 30, 2017

Starting From Scratch

Greetings all from Monkeyland.

I'm starting my portfolio over. A few years ago, I sold off all my holdings to buy a house. That was fantastic decision as I later sold the house for a sizable gain.

I've decided that now is the time to restart my investment portfolio.

You have to start from somewhere, so today I begin by assembling my watch list.

I signed up to receive an email from Daily Trade Alert. I try to scan it and read for ideas.

A while back, I talked to a coworker about the cannabis industry as a growth play. Lo and Behold, an article with seven cannabis stocks popped up on Daily Trade Alert recently.

The link is These 7 Cannabis Stocks Are Legal Monopolies.

The seven stock mentioned in the linked article:


Happy hunting as this is my first official watch list additions.  I'll keep this updated as I investigate each potential holding.