Power Hedge is an independent stock research and analysis firm with a passion for macro- and microeconomic analysis. The company was founded in 2010 by Daniel E. Gibbs. Mr. Gibbs has a very interesting background. He graduated summa cum laude from the Pennsylvania State University with a B.S. in ...
morePower Hedge is an independent stock research and analysis firm with a passion for macro- and microeconomic analysis. The company was founded in 2010 by Daniel E. Gibbs. Mr. Gibbs has a very interesting background. He graduated summa cum laude from the Pennsylvania State University with a B.S. in finance and entrepreneurship. He then went to work at the Travelers as an Information Systems Consultant. He spent many years in this role, using most of his paychecks to invest in dividend-paying stocks, primarily in the energy industry. He left this position to start up Powerhedge, LLC, which had managed to obtain a contract with an asset management company in Pennsylvania to be their primary provider of research. Mr. Gibbs has since expanded the company into private equity and investment banking, which is illustrated by it being behind the largest real estate deal in Pittsburgh in 2016. The company today operates as both a boutique investment bank and a stock research firm focused on dividend investing.
Power Hedge focuses our research primarily on dividend-paying, international companies of all sizes with sustainable competitive advantages. Power Hedge is neither a permabear nor a permabull. However, we believe that, given the current structural problems in the United States, the best investment opportunities may lie elsewhere in the world. The firms strategy is primarily buy and hold, but will stray from that strategy on occasion. Our ideal holding period is forever, however we realize that both internal and external forces can impact an investment. For this reason, we believe that it is vital to keep a close eye on all of your investments. We do not believe in changing an investment based on short-term market swings.
Traditionally, we have not always responded to comments but in order to improve the quality of our research, comments will be reviewed and we will respond to issues regarding errors or omissions. This does not include our premium service, Energy Profits in Dividends, which is available from the Seeking Alpha Marketplace. This service does include detailed discussions with our team both on the reports themselves and in a private forum.
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Latest Comments
The Election Trade Is Not Stocks
Wouldn't gold be a pretty good way to play the increased amount of bonds under a Biden administration? After all, that would dramatically increase the money supply?
Fundamentally Speaking: Earnings Don’t Support Bullish Thesis
Interesting concept, but you have a point. People are still terrified of COVID-19 and it is likely that we will see a permanent shift towards work-at-home. Many companies have begun to move this way just because workers seem to prefer it. Those companies that can help with this will likely see increased business. I'm still not sure that justifies some of the insane valuations that we are seeing though.
I agree with you about not being in commercial property. Residential property REITs might hold up okay because people still need a place to live but they are still dangerous in the short-term because about a third of renters nationwide are behind on their rents. Where I live though, rents actually have gone up slightly (although vacancies also appear to be ticking up). When it comes to REITs, I'd rather be in something like a farmland or data center REIT right now.
Fundamentally Speaking: Earnings Don’t Support Bullish Thesis
The market is not being driven by fundamentals. It is being driven by passion.
If you equal-weight the S&P 500, it's only a percentage point or two above its March lows. Literally, all of the action is being driven by the five mega-cap tech stocks that now account for 23% of the total market cap of the entire index.
The Federal Reserve has added more than $3 trillion to its balance sheet since March and that money needs a home because everybody is so terrified about inflation that they are afraid to sit on cash. They are therefore buying the momentum stocks (The FAAMG names + TSLA).
This is exactly what a bubble looks like. You will never see a greater destruction of wealth than when this bubble bursts. The question is when exactly it will happen.
Oil Set To Plunge As OPEC Seeks To Boost Output By 2 Million Barrels
This is an incredibly stupid move if they go through with it. The market is still oversupplied with oil and the COVID-19 headlines keep getting worse, which is undoubtedly scaring a lot of people.
Game Over Spending
This whole situation is basically making my whole case for gold and farmland for me. This could very easily be game over.
Powell Promises Fed Remains "Committed To Using Every Tool" To Save The World From Virus' "Considerable Risks"
The more I see what the Fed is doing, the more confident I am in buying precious metals.
Retail Apocalypse: Fact Or Fiction? Part 2
I'll let Robert know (if he's not reading comments already).
Retail Apocalypse: Fact Or Fiction?- Part 1
Part 2 is. I'm on Rob's back to get part 3 ready.
Gold And Silver Holdings Of Trusts And Funds - Price Manipulation
I haven't been as active on this site as I should be and I need to change that.
Gold And Silver Holdings Of Trusts And Funds - Price Manipulation
Well, from what I understand, the German central bank had to wait a few years to return its gold. Russia and most more hostile countries seem to be demanding the gold be delivered immediately and they aren't willing to put it with the Fed.
I'm not sure. My guess is that at some time, Europe and Asia will lose faith in the USA and demand all their gold back right away causing a run on the Federal Reserve. Maybe this coronavirus scare will do it or maybe it'll take something more serious like a war breaking out.