1st Quarter Investment Strategy 2012
Core Value Equity Investment Strategy “The determining trait of the enterprising investor is his willingness to devote time and care to the selection of securities that are both sound and more attractive than the average. Over many decades, an enterprising investor of this sort could expect a worthwhile reward for his extra skill and effort [...]
4th Quarter Investment Strategy 2011
Core Growth Equity Investment Strategy Be fearful when others are greedy and greedy only when others are fearful. -Warren Buffett Most people get interested in stocks when everyone else is. The time to get interested is when no one else is. You can’t buy what is popular and do well. – Warren Buffett The future [...]
3rd Quarter Investment Strategy 2011
Rising Dividends Equity Investment Strategy “The Committee currently anticipates that economic conditions – including low rates of resource utilization and a subdued outlook for inflation over the medium run – are likely to warrant exceptionally low levels for the federal funds rate at least through mid-2013.” The Federal Reserve Open Market Committee – August 9, [...]
2nd Quarter Investment Strategy 2011
Core Value Equity Investment Strategy As we prepare to close out the second quarter of 2011, the old adage “Sell in May and Go Away” is shaping up to be prophetic once again. Since 1928, the S&P 500 has averaged a gain of 5% from November 1 through April 30, compared with a gain of [...]