Expected Returns Issues
A group of investors heeding the lessons of Graham, Babson and Nicholson has at least one leg up on the crowd and a better than average opportunity to generate exceptional returns.
Welcome 2013 to that time of year when we reflect in two directions. It’s hard to look forward without looking backward. We celebrate simplicity and some examples of effective long-term investing.
We hope for the best as we explore putting some time-honored notions about growth diversification to work in a couple of different demonstrations.
This month we take a look at targeting at Manifest Investing, choosing from the best alternatives because no matter what happens with the economy -- we can isolate the best places to be.
“Over 39 years of investing had delivered annualized returns of slightly over 20% to the clients of Walter Schloss. He worked entirely from a few publications like Value Line ...” -- Warren Buffett, “The SuperInvestors of Graham-and-Doddsville”
Long-term investing is not a zero sum game. The stewards of Wall Street would do well to remember, well ... stewardship. We'll continue to long for a return to the spirit and intent on display under the Buttonwood tree.
Death of Equities? (continued) New? Normal? Is it different this time? We don’t know. But it’s certainly normal to wonder and there’s nothing new about that.
When Bears dominate the cover of Barron’s and pundits suggest it’s time to run for the hills -- it’s invariably prudent to do precisely the opposite. While you're at it, convince your family and friends to follow you.
When David ran to face Goliath was fear a factor? What's the connection between five smooth stones and extreme planning? This month we take a look at stubborn persistence and momentum as a part of stock studies.
Our cover story this month is excerpted from John Kimmel's Brookfield Digest and Brian Hayek contributes this month’s screening feature sharing some of his favorite Dividend Divas.
Our Tin Cup demonstration portfolio attained the million dollar level for the first time during March 2012. Raise a cup and toast what is possible.
We believe that our portfolios and some guiding characteristics serve as our own form of a GPS and that our dashboards will tell us what they need ... if we’re willing to listen -- and drive.