Viewing posts from HARLAN
VIEW ALL POSTS

Percentage Points

THE CADINHA & CO BLOG

30 Aug 2016 | Cadinha Big Picture | Harlan Cadinha

How High Is Too High?

By almost any tested valuation method the stock market's current level seems rich.  We are, however, in a first of a kind central bank accommodation period, with zero interest rates and even negative interest rates prevailing in some countries. How does one derive a price earnings ratio from a zero, ...

READ MORE
@CadinhaNews

TRUMP IS MISSING THE ESSENCE

As we have said for years, the only way back to solvency, credibility, and respect for the USA is to grow our economy so that we have increased tax revenues to begin paying down our ongoing list of obligations. Growth cannot be ...

Preparing for the “What if…”...

Investors are now trying to build Trump portfolios as well as Hillary portfolios in order to be sure that they set sail after the election with the wind at their back. After all, it seems almost certain that the two candidates have ...

27 Nov 2015 | Cadinha Cuts Through

When in doubt… The current positions of the dollar and the stock market seem to be extremely critical. There are many voices of ...

25 Jun 2015 | Cadinha Big Picture

Scalia’s Warning Today's Supreme court ruling begs closer scrutiny than the actual ruling itself. In the dissenting opinion, Justice Scalia seems to be giving Americans a dire ...

11 Mar 2015 | Cadinha Counters

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%.  ...

14 Jan 2015 | Cadinha Counters

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 ...

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 to the fact that the ...

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 ...

Show More Posts