Mark Holder – Smarter Investing

Mark Holder

29 posts

Stone Fox Capital is an individual investment manager based in Tulsa, Oklahoma. Mark Holder has more than 18 years of investment industry experience and is a member of the Oklahoma Society of CPAs. Mark takes a long-term approach to investing. He focuses on fundamental analysis and identifying market trends. Mark believes that the best opportunities may arise from ideas that are not fully understood or appreciated by others in the market.

IBM is a buying opportunity even as it trades at historic lows.

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Why unloved IBM is actually a great buy

WellPoint and Hartford Financial delivered in April

Here's how the Net Payout Yields portfolio performed.

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WellPoint and Hartford Financial delivered in April

Our top 2013 picks: Seagate Technology and Kohl’s

This model is on the hunt for high yielding stocks in the year ahead.

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Our top 2013 picks: Seagate Technology and Kohl’s

Why we sold Gap in favor of Motorola Solutions

The Gap was sold after huge gains.

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Why we sold Gap in favor of Motorola Solutions

How stock buybacks lifted the Net Payout Yields model

All of the top performers in August were the stocks focusing on large buybacks with relatively small dividends.

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How stock buybacks lifted the Net Payout Yields model

Why we like Aercap, Hartford and Lincoln Financial

These three financial stocks are trading below book value and are very profitable.

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Why we like Aercap, Hartford and Lincoln Financial

Why we dumped Home Depot and added Hartford and WellPoint

Any inability to keep the markets calm regarding fiscal and tax issues in the US could lead to healthy losses.

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Why we dumped Home Depot and added Hartford and WellPoint

Annaly Capital: The ultimate net payout yield dividend payer

Annaly Capital has one of the highest dividend yields of all large-cap stocks, says Mark Holder of the Net Payout Yield model.

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Annaly Capital: The ultimate net payout yield dividend payer

Big market risks ahead: the fiscal cliff and the election

Any inability to keep the markets calm regarding fiscal and tax issues in the US could lead to healthy losses

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Big market risks ahead: the fiscal cliff and the election

May was weak, but holding high yielders helps

Several stocks in the model lost more than 10% for the month, which is highly unusual.

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May was weak, but holding high yielders helps

The market remains in a positive trend, despite turbulence

The market in general remains in an uptrend that likely will lead to multi-year highs.

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The market remains in a positive trend, despite turbulence

Liz Claiborne’s new makeover may be a profitable one

In mid-May, Liz will change its name and stock ticker to Fifth & Pacific (FNP) and may become one of the top retail stocks during 2012.

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