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. The stocks mentioned...
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...
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...