Category Archives: Investment Recommendations

Dr. Wendee Attends TNDDA Investment Banking Conference in Houston, Texas

Dr. Wendee attended The National Due Diligence Alliance (TNDDA) investment banking conference, which was held March 10 – 12, 2017 in Houston, Texas. This is a conference held several times throughout the year for investment bankers and registered investment advisers … Continue reading

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NOTES FROM THE FIELD: Center for Global Business Research to Launch New Research Lab “FIVE”- Headed by Dr. Paul Wendee

The Center for Global Research, a part of the School of Advanced Studies at the University of Phoenix, will be launching the FIVE research lab early next month. The FIVE research lab – that is (Applied) Finance, (Enterprise) Value Creation, … Continue reading

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INVESTMENTS: 2017 Financial Planning Goals

Now that we have begun the New Year, it is time to start thinking about some financial planning steps we can take to increase our wealth. I wrote a short workbook on this subject entitled, Four Easy and Powerful Steps … Continue reading

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Economics: New Economics Dashboard Added to Book #6

A new section, Dr. Wendee’s Economics Dashboard,  has been added to Book #6 – Simple and Effective Economic Forecasting. The economics dashboard contains several key variables of macroeconomics and is presented so that one can gain a quick understanding of … Continue reading

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Dr. Wendee Attends TNDDA Investment Banking Conference in Atlanta, Georgia

Dr. Wendee attended The National Due Diligence Alliance (TNDDA) investment banking conference, which was held November 11 – 13, 2016 in Atlanta, Georgia. This is a conference held several times throughout the year for investment bankers and registered investment advisers … Continue reading

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INVESTMENTS: Are the Best Investors Forgetful or Dead?

A central theme of the Intrinsic Value Wealth Report is that investors should invest in good businesses that are growing – and not pay too much for those businesses. Warren Buffett summed it up as investing in “…the right businesses, … Continue reading

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Dr. Wendee Attends TNDDA Investment Banking Conference in Houston, Texas

Dr. Wendee attended The National Due Diligence Alliance (TNDDA) investment banking conference, which was held March 4 – 6, 2016 in Houston, Texas. This is a conference held several times throughout the year for investment bankers and registered investment advisers … Continue reading

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SPECIAL SITUATIONS: Junk Bonds

High yield bonds, also known as junk bonds, may be priced attractively enough at current levels to qualify as what we call a Special Situation. Junk bonds are the debt of companies that are less strong from a financial standpoint … Continue reading

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NOTES FROM THE FIELD: New Posting to Charts for Review and Thought

How do investors view the current market turmoil? An interesting chart link to the AAII Investor Sentiment Survey has been posted today to the Charts for Review and Thought section of the Intrinsic Value Wealth Report. The AAII Investor Sentiment Survey … Continue reading

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Dr. Wendee Attends TNDDA Investment Banking Conference in Palm Beach, Florida

Dr. Wendee attended The National Due Diligence Alliance (TNDDA) investment banking conference, which was held November 13 – 15, 2015 in Palm Beach, Florida. This is a conference held several times throughout the year for investment bankers and registered investment … Continue reading

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