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. A new record...
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 should have made...
05 Sep Portfolio Update – September 2017
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...
17 Jul General Electric – Turning Point?
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...