Matthew DiLallo

Editor's Choice

  • Rumors of Cable’s Demise Are Greatly Exaggerated

    By Matthew DiLallo - November 30, 2012 | Tickers: AAPL, CMCSA, GOOG, MSFT, RCI | Editor's Choice

    There’s a battle being waged these days and it has nothing to do with taxes or fiscal cliffs.  It’s one that you likely won’t hear much about, but one that’ll impact more than just your wallet.  It too is a battle for control, your remote control that is (and I’m not talking about the one you have with your spouse during football season). 

    For years more »

  • Mea Culpa! I Was Wrong About This Stock

    By Matthew DiLallo - November 20, 2012 | Tickers: SWY, SVU, KR, WMT, WFM | Editor's Choice

    In a list of “50 Unfortunate Truths About Investing,” contributor Morgan Housel wrote two truth that made me pause for a moment and consider their gravity.  He rightfully noted that “There is virtually no accountability in the financial pundit arena. People who have been wrong about everything for years still draw crowds.”  He went on to say that, “The analyst who talks about his mistakes is the guy more »

  • The One Utility I'm Buying Today

    By Matthew DiLallo - September 27, 2012 | Tickers: D, DUK, EXC, NEE, SO | Editor's Choice

    I started off my quest to find the best utility company to invest in by wanting to find just one thing.  I wanted to know which one had the most power to generate a growing dividend -- that was an important first hurdle for me to overcome.

    As I began my review I almost immediately tossed aside one company in particular because I didn’t think that they had the power more »

  • The One Investing Lesson that Changed My Life

    By Matthew DiLallo - August 20, 2012 | Tickers: CMG, GMCR, ISRG, MAKO, WFM | Editor's Choice

    “The reasonable man adapts himself to the world; the unreasonable one persists in trying to adapt the world to himself. Therefore, all progress depends on the unreasonable man.”
    -George Bernard Shaw

    They are trying to kill you.  Maybe not your body, nor even your eternal soul but they are trying to take your life right from you.  They do it subtly, paycheck by paycheck as you give them a little more »

  • 3 Keys to the Chesapeake Energy Turn Around

    By Matthew DiLallo - August 20, 2012 | Tickers: ACMP, CHK, CHKR, LINE, RRC | Editor's Choice

    If there’s one energy company that investors love to hate its Chesapeake Energy (NYSE: CHK).  With a growing liquids business, great acreage positions in some of the most intriguing emerging energy basins and what appears to be a dirt cheap stock price, what’s not to like?  How about their image problems, bloated balance sheet and unfocused approach?  Those three have done wonders for their stock price sending it more »

  • If Energy = Jobs, Where Are They?

    By Matthew DiLallo - July 31, 2012 | Tickers: EPD, FE, RRC, RDS-A, TRP | Editor's Choice

    I had the opportunity to sit in on a small business round table with Robert DeSousa who is the state director for U.S. Senator Pat Toomey of Pennsylvania.  He was there to get a feel for what small businesses are struggling with and how Washington can help, or at least stop hurting.  There was a very lively discussion on taxes, regulations and unemployment.

    Of everything that was discussed, the more »

  • Investing Lessons from Baseball

    By Matthew DiLallo - July 24, 2012 | Tickers: CROX, GMCR, JPM, NFLX, RCI | Editor's Choice

    Investors can learn a lot from baseball.  There is a treasure trove of lessons from the book and movie “Moneyball.”  Not only is it important to discover how it relates to investing, but to take it to heart and be one that scores not only the advice we receive but the advice that we give.  The inspiration for the book, Oakland Athletics General Manager Billy Beane changed the way baseball more »

  • Buffett Never Sells, Should You?

    By Matthew DiLallo - July 18, 2012 | Tickers: BRK-B, EBAY, XOM, MSFT, MCO | Editor's Choice

    How Berkshire Hathaway Got Bigger by Getting Better (Part Eight)

    As we continue on our study of one of the greatest investors and wealth creators our country has ever known, Warren Buffett, the insights gained should enable investors to become better and thereby grow their portfolio bigger.  His “Owner’s Manual” for Berkshire Hathaway (NYSE: BRK-B) shareholders is an exceptional case study in discovering how to view your own portfolio more »

  • How Berkshire Hathaway Got Bigger by Getting Better (Part Four)

    By Matthew DiLallo - July 10, 2012 | Tickers: BAC, BRK-B, BAM, CHK, JPM | Editor's Choice

    In the third part of an ongoing saga loosely based on a story inspired by Chick-fil-A founder Truett Cathy I went through two additional principles from Warren Buffett’s “Owner’s Manual” for Berkshire Hathaway (NYSE: BRK-B) shareholders. If you haven’t heard the story yet, back in the 1980’s when a Boston Chicken (now Boston Market) had just finished raising capital to expand; the management at Chick-fil-A spent more »

  • How Berkshire Hathaway Got Bigger by Getting Better (Part Two)

    By Matthew DiLallo - July 5, 2012 | Tickers: BRK-B, KO, IBM, JPM, NFLX | Editor's Choice

    In part one of this series loosely based on a story inspired by Chick-fil-A founder Truett Cathy I went through two of Warren Buffett’s principles from his “Owner’s Manual” for Berkshire Hathaway (NYSE: BRK-B) shareholders. If you’re unfamiliar with the story, back in the 1980s when Boston Chicken (now known as Boston Market) was growing rapidly after raising capital, Chick-fil-A's management team spent a long time more »

  • How Berkshire Hathaway Got Bigger by Getting Better (Part One)

    By Matthew DiLallo - July 3, 2012 | Tickers: AXP, BRK-B, CHK, KO, GMCR | Editor's Choice

    I’m continuing a theme I picked up on from a story about Chick-fil-A founder Truett Cathy.  Back in the 1980s when Boston Chicken (now known as Boston Market) was growing rapidly after raising capital, the Chick-fil-A team spent a long time discussing how they too could get bigger in order to fend off this threat. After hearing all he could take on the topic, Cathy pounded the table and more »

  • This Stranded Commodity is About to be Rescued

    By Matthew DiLallo - June 29, 2012 | Tickers: EPD, MWE, RDS-A, SXL, DOW | Editor's Choice

    I recently attended a conference that focused on how shale gas has the potential to lead to a renaissance in manufacturing here in the United States.  One of the speakers made a comment that really stuck out, saying that, “Ethane is a stranded commodity in” the Marcellus and Utica shale areas.  He pointed to transportation costs being one problem that needs to be addressed. While the commodity may currently be more »

  • The Shopping Spree Continues

    By Matthew DiLallo - June 27, 2012 | Tickers: APC, BP, CHK, KMI, LINE | Editor's Choice

    Linn Energy (NASDAQ: LINE) recently made to two separate announcements that would seem to indicate that they are taking their strategy to a whole new level.  Linn is a different kind of oil and gas company as their LLC structure gives them MLP like characteristics.  Because of this they focus on purchasing older producing fields and work to make them more productive while retuning the bulk of the cash to more »

  • Is Chesapeake the Next Enron?

    By Matthew DiLallo - June 8, 2012 | Tickers: CHK, CEO, LINE, SD, TOT | Editor's Choice

    Are you as sick as I am after reading the latest headline on Chesapeake Energy (NYSE: CHK)?  If you missed it, embattled CEO Aubrey McClendon is at it again, this time for potential abuse of the corporate jet among other things.  According to reports, McClendon cost the company well over $100,000 for flights made with his family to Amsterdam and Paris.  Other reports call into question the relationship between more »

  • How Apple got Bigger by Getting Better

    By Matthew DiLallo - June 4, 2012 | Tickers: AAPL, BBRY, GOOG, MSFT | Editor's Choice

    I’ve written a couple articles now based on a story about Chick-fil-A founder Truett Cathy where back in the 1980’s when a rival was growing and starting to concern the management team, they spent time discussing how they too could get bigger in order to fend off the competition. After hearing his fill of this, Cathy pounded the table and said, “I am sick and tired of listening more »

  • Still on the Fence About the Future of Video Games?

    By Matthew DiLallo - June 3, 2012 | Tickers: ATVI, EA, GME, TTWO, VIVHY.PK | Editor's Choice

    Video game sales have been mired in decline for the past few years and with that the industry has suffered from poor investment returns.  Despite excellent free cash flow leading to massive cash balances many of these companies are priced for death.   While I think the market is vastly undervaluing several names in the space, I know that the market can keep depressing the values of companies until it changes more »

  • The One Energy Company I’m Buying Right Now

    By Matthew DiLallo - May 29, 2012 | Tickers: APC, BP, XOM, LINE, SWN | Editor's Choice

    This article is part of a paper trading portfolio using the income generated from dividends and options to purchase growth stocks. 

  • Introducing the 'No Drip, No Mess' Portfolio

    By Matthew DiLallo - May 29, 2012 | Tickers: INTC, INVN, NXPI | Editor's Choice

    For years now I have been pursuing a balanced strategy of investing in income producing stocks while also taking a flyer on the next big thing. I thought it would be an educational and hopefully profitable exercise to formalize my strategy for all to see and to track its progress.

    If you read my mini investing bio you’ll see that, “I am a big believer in writing options to more »

  • America's Growing Employability Problem

    By Matthew DiLallo - May 25, 2012 | Tickers: AA, CNX, REXX | Editor's Choice

    We’ve been fixated on one set of statistics as investors, and other than the roller coaster of nauseating news out of Europe, markets in the States rise and fall in lockstep with the employment readings. We keep hearing that there are jobs out there but unemployment is stubborn and politicians on both sides of the aisle are pointing fingers and pointing to November.

    Yet, in the midst of this more »

  • The Keystone State’s Keys to Fiscal Responsibility

    By Matthew DiLallo - May 18, 2012 | Tickers: BPI, DAL, LRN, PSX, RDS-A | Editor's Choice

    I had the privilege recently to sit in on a presentation of key points to the Pennsylvania state budget by the secretary of the revenue.  The presentation was made to local business and community leaders to educate them as to the facts that necessitated the budget being drafted as it was now being presented.  I’ll save the soapbox for the sidewalk preacher and instead I’ll run you through more »

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