MEGA Trend: Join the Journey
A big-time mega trend is in place: India is China in 2001. Economic growth is booming in India and the country has major tailwinds at its back that are going to be unrelenting over the next 5+ years.
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Attach Yourself to Real Winners
Warren Buffett has never invested into a single stock because of its dividend in his 70+ years of investing. Neither has his partner, Charlie. There isn’t a single person on the Forbes 100 richest list that got there as a dividend investor, either. In the case of Warren, ninety-nine percent (over 99%!) of his wealth…
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A Diamond in the Rough
Lucara Diamond is a classic FMT Investment Advisory Special Situation. The business has the following characteristics: An aligned management team and board of directors who own 21% of the common shares Profitable (has paid out $257 million in dividends since 2014) A strong balance sheet with no debt An attractive valuation (9.7x TTM earnings) with…
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Huge Potential Ahead
I believe we are sleepwalking into a major rally… oil is undersupplied by at least 500,000 barrels per day. Crude inventories are depleting and the decline curve (well depletion) never sleeps. Meanwhile, oil companies haven’t been this cheap versus the WTI spot price in 25-30 years. As for the macro, summer travel is upon us,…
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You Have Got to Get This
After having studied Warren Buffett while also observing investor personalities as a money manager, I believe there are two primary investment traits that Warren Buffett has that most simply do not possess: He intrinsically understands time is the friend of good businesses and the enemy of bad businesses He is focused on the long-term Identifying…
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The Winning Hand
Over time (typically between 6 months and 3 years), stock prices will approximate the intrinsic value of the businesses they represent. If you’re a speculator or you base your investment decisions on emotion, intrinsic value means absolutely nothing to you and we wish your hard-earned money well with your magic eight ball. And if you…
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Embrace Volatility, Fear, and Negativity
Dear Members, There are a lot of problems here and around the world that make FMT Advisory ecstatic. While we naturally hope the best for all of humanity, as investors, we know that you don’t get great prices with a cheery consensus. So when there is a huge negative feedback loop in various investment areas…
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Grow with the Wise Man
There’s an age-old adage saying that what the wise man does in the beginning is what the fool does in the end. In investment parlance, a fortune can be made when an investor becomes bullish on markets and assets before a bull market ensues. This sounds easy, but it is extremely difficult to implement psychologically.…
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Using Real Assets for Profit and Protection
Okay, so now that we know every Hollywood star has either sexually harassed or was sexually harassed we can move onto other topics, such as investing. With that out of my system, FMT Investment Advisory believes real assets will outperform the markets by a significant margin over the course of the next 3 years. FMT…
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It’s Not Time Yet
To paraphrase Sir John Templeton, bull markets are born on pessimism, grow on skepticism, mature on optimism, and die on euphoria. In the short-term, markets aren’t about math (though they always revert to it). They are about psychology. This bull market began in March of 2009. The psychology of the markets was as pessimistic as…
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