Posts by Andrew Stotz
Deming Can Be Easily Understood: Interview with Kelly Allan
Kelly Allan shares his experience with bringing the Deming philosophy into many companies. So much of the leadership principles Dr. Deming taught have seeped into companies in all industries.
Read MoreA. Stotz All Weather Alpha Focus – May 2022
All Weather Alpha Focus was 1.3% above the 60/40 portfolio in May. The war in Ukraine is going to continue to rattle markets, and we think World Energy and Commodities will do well, which is reflected in our 20% tilts. We expect the Indian stock market to remain strong.
Read MoreA. Stotz All Weather Strategy – May 2022
The All Weather Strategy underperformed a traditional 60/40 portfolio by 0.3% in May 2022. War in Ukraine, recovery demand, and supply-chain bottlenecks to drive commodities and gold.
Read MoreMy Worst Investment Ever May 2022
In May 2022, we published 13 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
Read MoreHas Volvo’s Strong Value Creation Been Overlooked by the Market?
Acquisition in China to ride demand wave, consistent value addition through strong profitability, and leading role in EV and hydrogen to reclaim market share.
Read MoreIs Nike’s Sports Supremacy Enough to Justify Its High Valuation?
Digital expansion bears fruit, driving top-line growth, reengineering retail business could enhance margin further, and competitive position means profits beat those of biggest rival.
Read MoreIs Radiant Opto-Electronics an Undervalued Dividend Play?
End markets mature, no opportunities to grow, lack of investments translate into zero revenue growth, and massive dividend yield secured by strong cash generation.
Read MoreIs First Gen an Overlooked Power Play That Deserves a Re-Rating?
Resolving gas supply issues ensures longevity, a pioneer in renewable energy should be future proof, and undemanding valuation could lead to re-rating.
Read MoreMy Worst Investment Ever April 2022
In April 2022, we published 13 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
Read MoreWill Pressure on Kohl’s Management Drive Share Price?
Strategic partnerships to escape growth stagnation, activist investors increase pressure after poor performance, and ramp-up of share repurchases spices up returns.
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