14 May May 14th 2019 Market Comment
The market’s reaction to increasing trade tariffs with China has been understandably negative. The economy has been showing signs of slowing and if this continues to drag on it will likely only amplify...
The market’s reaction to increasing trade tariffs with China has been understandably negative. The economy has been showing signs of slowing and if this continues to drag on it will likely only amplify...
Since the December 19th letter I sent out, the markets have gone coast to coast – from severely oversold to slightly overbought. What a difference a little time can make. The stocks mentioned...
On October 4th I sent out a note expressing my concerns about the stock market due to the price declines in certain key industries (housing & auto’s) along with the number of stocks...
Whirlpool continues to decline substantially from where we originally purchased the stock ( -30%). At this point it has reduced the value of the portfolio by a little more than 1%. As a...
For the last couple of years what has worked exceptionally well in the stock market has been an exciting story along with above average sales growth. Money has flowed into these types of...
Wow, 2017 turned out to be quite a year! All the major indexes recorded gains of over 20%, hitting all-time record highs while volatility was hitting an all-time record low. A new record...
I regretfully elected to sell General Electric today @ $18 after listening to new CEO John Flannery discuss the current outlook for the company and the prospects going forward. I should have made...
A few comments on both new and existing additions to the Top Holdings. The companies mentioned are all leaders in their respective industries and because of near term concerns have declined to a...
Top Holding ‘GE’ has been in the portfolio since 2011 and has recently come under significant pressure due to being the worst performing Dow stock since Chairman Jeffrey Immelt took over the reins...
As most of you know, I like to use the media as a contrarian indicator. Normally by the time a theme has generated enough attention to grab the cover story of a major...