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02 Dec The Next Ten Years Are Likely To Be Different

Posted at 23:55h in Markets by David Burgess
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Wow! Patience and diversification may win in the long run, but for the last few years, it’s cost a lot of investment managers their jobs. What has worked has been to be ‘all...

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29 Jun 12% Six Years, 2.4% Thirty Years

Posted at 00:14h in Markets by David Burgess
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Thirtytwo years ago I started my investment career with Dean Witter Reynolds in Las Colinas. At that time, you could double your money in risk-free US Treasury bonds, paying 12% in approximately six...

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01 Feb The Defense is Still on the Field

Posted at 00:20h in Markets by David Burgess
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Last October, I wrote a letter entitled ‘At Least you are Aware’ describing my concerns regarding the stock market and several defensive strategies that I believed were appropriate at the time. The market...

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06 Oct At Least You are Aware

Posted at 00:27h in Markets by David Burgess
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I thought I would give you a heads up on a longer term picture of the S&P 500. As you can see from the 20–year chart above the market took a turn for...

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15 Sep Tired of Hearing About the Fed and China — I’ll Take a Little Bit of This and a Little Bit of That

Posted at 00:57h in Markets by David Burgess
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Every day we continue to get the same old questions driving the financial news – will the fed increase rates and how bad is China’s economy? If our markets can’t handle a minor...

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23 Mar “Skate to where the puck is going, not where it has been.” – Wayne Gretzky

Posted at 01:05h in Markets by David Burgess
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Former Canadian professional hockey player Wayne Gretzky could just as well have been talking about investing instead of hockey. To be successful in investing, you need to focus on the future, not the...

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05 Nov Nothing to it!

Posted at 01:13h in Markets by David Burgess
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All you have to do is put your money in the S&P 500 index and forget it, save on management fees and outperform at the same time! — Talk about a no-brainer, even...

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18 Aug Company Notes—Tesco Plc. Update

Posted at 01:17h in Markets by David Burgess
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I thought you might be interested in knowing what's happening with the Tesco position in the portfolio and what the plan is going forward. I originally learned of the Tesco Company several years...

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23 Jul Don’t Worry Be Happy!

Posted at 01:22h in Markets by David Burgess
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The reason I haven't written a letter for the past few months is not because I've been on a long vacation, but because not much has changed. We are now entering the 5th...

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11 Nov Devon Energy — The Cheapest U.S. Oil Play — Barron’s

Posted at 01:27h in Markets by David Burgess
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Thought you mind enjoy reading the link to last week's Barron's article on Top Holding — Devon Energy. Over the last couple of years, Devon has been transforming itself into a balanced producer of...

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