The Investment Editor's Cut

Author: Jeffrey Fischer

  • Has The Elevator Reached My Floor?

    Has The Elevator Reached My Floor?

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    by

    Jeffrey Fischer

    I’ve been monitoring the elevator industry this year, which approaches an oligopoly, with a few major firms holding a huge amount of the global business. Hoist devices date back to the B.C. period, while Elisha Otis is largely credited with inventing the modern elevator in the mid-nineteenth century. Not unlike Alexander Graham Bell, whose name…

  • Our Very Profitable Long TGT/Short WMT Pair Trade

    Our Very Profitable Long TGT/Short WMT Pair Trade

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    by

    Jeffrey Fischer

    Back in late-September of last year, The Investment Editor’s Cut (IEC) presented our one and only official pair trade idea**. Jeffrey Fischer, CFA, owner and operator of the IEC, paired left-for-dead Target Corp (TGT) with its mighty (seemingly) can-do-no-wrong peer Walmart (WMT). Let’s first revisit the factors that powered the decision to invest in Target…

  • Cue Up The “Big Retail” Pair Trade

    Cue Up The “Big Retail” Pair Trade

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    by

    Jeffrey Fischer

    (This investment analysis is published exclusively at The Investment Editor’s Cut) A Pair-Trade Idea Featuring the Stocks of Walmart Inc. (WMT) and Target Corp. (TGT) I tend to be skeptical of companies/stocks that market participants, in large part, deem “bulletproof”. In my view, there’s always a cannonball out there that can bring down a fortress. Ignoring black…