Expected Returns, August 2013

When markets get hot, prices surge ... and in some cases the stock prices are literally outpacing their foundation. This month we take a look at the big picture and visit the topics of capital preservation and/or ratcheting up selectivity.

We Don’t Need Another Hero by Mark Robertson Aug 01, 2013

Stock market corrections, recessions and bear markets are no fun. And there is no crystal ball.

Gentex by Mark Robertson Aug 01, 2013

Long-time community favorite GNTX makes cool rear-view mirrors with auto-dimming and things like embedded displays for rear-view cameras.

Hoard vs. Herds by Mark Robertson Aug 01, 2013

Accumulate BLDRs Emerging Mkts 50

Sweet 16 by Mark Robertson Aug 01, 2013

Gone Shopping ... But With A Minesweeper

Tin Cup Model Portfolio by Mark Robertson Aug 01, 2013

Accumulate Bio-Reference Labs

Round Table Rolling by Mark Robertson Aug 01, 2013

If you’re within driving distance of any of these venues, we’d love to see you and spend some time sharing lessons learned. If you’re not, but you’d like to see a session in your home town, let us know.