Tips by Jeffrey Schwarz

We have no problem buying things that take a long time to play out. Call me lazy, but I don't want to worry about last week's same-store sales or next...
Tags: time, long-term
For better or worse, the Anglo-Saxon business model puts the interests of shareholders first. We are less comfortable in markets where loyalties are...
Music to my ears is when something is considered dead money and people say, “It looks okay, but I’ll come back to it later when this or that issue...
Tags: value, money
If we're getting a 9-10% free-cash-flow yield in an industry that we don't see going away any time soon, and then can find other interesting lottery...
We like it when expectations are very low and we have a contrarian view on a broader issue impacting the company. Low expectations help limit the down...
We shorted crude oil at $40 per barrel and thankfully Karen [Finerman] got us to cover around $44. When prices detach on the upside from fundamentals,...
If you believe the market can at times be inefficient, as I do, the logical conclusion is to be wary of what it's telling you when it says you’re...