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Dougie Kass

@DougKass

6 Jan

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@realmoney

Jan 06, 2021 | 08:00 AM EST DOUG KASS
The Election Bottom Line: Active Stock Picking Will Now Likely (and Perhaps, Materially), Outperform Passive Investing
* I now expect an acceleration in the pivot from growth to value

* As reflected by recent voting results, Americans are more in the middle of the road than at the extremes

In a market warning in Monday's opening missive I wrote:

"The Georgia Senatorial contests are tightening up as measured by the polls and betting parlors."

-

Kass Diary, The New Year Begins Where the Old Year Ended

What is clear to me from November's and last night's voting results is that our country's voters have repudiated the extremes of both the Democratic far left and Republican far right.

Should the Democrats win both

Read 7 tweets

Dougie Kass

@DougKass

5 Jan

@realmoney

@realmoney
Jan 05, 2021 | 09:00 AM EST DOUG KASS
Long Verizon
* I am adding $VZ to my Best Ideas List (long)
* VZ is a conservative investment in a generally overvalued stock market
I have been doing plenty of research on Verizon (VZ) over the last several weeks and I initiated

a long investment position in VZ yesterday.

I am also adding to the stock to my Best Ideas List.

I will have a lengthier analysis on the company in the next week or so.

To summarize the stock's attributes:

* Safe yield

* Reasonable valuation at under 7x EBITDA and 36%

market PE discount

* Well positioned for the 5G transition

* Best wireless business

* Differentiated wireless offerings through content partnerships (Disney+ (DIS) , Discovery+ (DISCA) , etc.), public cloud (Amazon (AMZN) ) and enterprise (Microsoft (MSFT) )

Read 4 tweets

Dougie Kass

@DougKass

5 Jan

What has happened to the Republican Party, the GOP - "the grand old party?
The Republican Party is now Trump’s party. 94% of Republicans voted for him in 2020. They voted for him after he attempted to bribe Ukraine and his impeachment. They voted for him after he locked

children in cages to punish their parents for coming to America. They voted for him after he encouraged white nationalists and neo-Nazis to resort to violence. They voted for him despite the fact that he is a misogynist and racist. They voted for him after he blamed unarmed

black men who were shot in the back and slowly executed in public. They voted for him after he downplayed Covid-19. Virtually all Republicans know exactly who Donald Trump is, and they are just fine with that fact. The leadership in the Republican Party

Read 4 tweets

Dougie Kass

@DougKass

5 Jan

The reason every American should be angry is not merely because the GOP has attempted to overturn the election. We should be angry because the damage from the failed effort cannot be undone. A sizable portion of the GOP caucus has adopted the view that the party holding a

majority in the Senate has the unilateral right to choose the president—voters and the Constitution be damned! We are fortunate that their view will not win the day on January 6, 2021, but there is no guarantee that a different set of Republican Senators will restrain

themselves in the future. They have revealed themselves as a party opposed to democratic rule. With a modicum of effort, Trump persuaded Republicans to exalt his desire to retain power over fealty to the Constitution. If that does not disturb you, nothing will.

Read 5 tweets

Dougie Kass

@DougKass

2 Jan

Gohmert's suggestion that Americans should violently demonstrate against the Court decision that disallows Pence to overturn Biden's victory is skating outside the rink of our Democracy. Trump and others like Cruz have launched a campaign of confusion and lies that actually

have a reasonably large % of America believe the Prez vote was fraudulent. This is an effort to create additional flash points - taking a malicious lie that started day one after the Election in an attempt to declare power for themselves at the expense of US citizens. Gohmert's

appeal to domestic terrorists and disaffected wannabes should be immediately called out by Congressional Republicans or else they will all have blood on their hands. Incidentally , this is the same Gohmert who said you can get Covid from wearing a mask!

Read 4 tweets

Dougie Kass

@DougKass

31 Dec 20

@realmoney

@realmoney
A Happy New Year
* Maybe in 2021 you'll find direction around some corner in my Diary on @realmoney where it's been waiting to meet you
* Its such a long time to be gone and a short time to be here

Next week I will begin my 24th year

writing for RealMoneyPro and its predecessors. That is tens of millions of words - probably almost 100 million words according to my estimates!

I have tried and will continue to attempt to deliver non-consensus and hard-hitting analysis and thoughtful views that are based on

the assessment of fundamentals and data v. price.

I try to wrap the delivery of my Diary in colorful paper - fun references to pop culture, metaphors and music - in order to get away from the dry communications seen too often from Wall Street and "talking heads" to make my read

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