19 Feb Coast to Coast
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....
19 Dec Grinch Go Home!
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...
04 Oct Whirlpool Update & Market Thoughts
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...
03 Apr That Was Fun While it Lasted – Now What Do I Do?
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...
08 Jan Shooting Fish in a Barrel?
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....
14 Nov An Update on General Electric and Cameco
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...