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Percentage Points

THE CADINHA & CO BLOG

11 Mar 2015 | Cadinha Counters | Harlan Cadinha

Corporate Tax Reform?

I have been carrying high hopes for tax legislation which would lower the corporate tax rate to 28% or even 25% from the current 35%.  Such a happening would relegate all current and negative discussion about equity valuation to the dustbin.  In order to make such legislation possible, there must ...

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03 Feb 2015 | Cadinha Counters | Neil Rose

Think Twice About Foreign Bonds

International investing has increased over time and especially in recent years. There's nothing wrong with investing abroad; it is a big world after all, with numerous investing opportunities and diversification potential. That said, we have seen many a strategy or portfolio take international ...

More on Defense Stocks

With regard to my earlier post about defense stocks, there is another clear cut advantage to defense manufacturers: Their products should retain virtually infinite pricing power, provided they stay on the leading edge technologically. A strong dollar should not affect the desirable ...

14 Jan 2015 | Cadinha Counters

A Good Time for Defense Stocks The recent French experience with terrorism has been met with news saturation around the world. The news, however, is pointing ...

11 Dec 2014 | Cadinha Counters

Remember Lower Oil Is Positive The market's response to the lower price of energy has turned negative. It has started to look at the glass as being half empty, but ...

24 Nov 2014 | Cadinha Counters

Questioning “Good Deflation” I hear the term “good deflation” being used more often, and frankly disagree with the economic analysis behind the term. It seems to me that ...

03 Nov 2014 | Cadinha Counters

Good deflation, bad deflation? Good deflation, bad deflation? In my mind, if deflation sets in, we will experience both. Deflation typically hits in phases and at varying speeds, and ...

11 Oct 2014 | Cadinha Counters

Not Enough Concern About Ebola Are we not taking the Ebola threat seriously enough? So much time is spent watching and sharing “viral” web content (and watching television shows about the ...

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