Expected Returns Issues
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.
For the fourth time in five years, the participants in our annual Groundhog Challenge stock picking contest outperformed stock fund managers with four of the top five positions claimed by investment clubs.
Exhausted or frustrated by Wall Street detours and breaches of trust? Don’t be duped by the 24-hour, 7-day news cycle. It’s the long-term trends and long-term relationships in our lives that really matter.
This month we double down on growth diversification for purposes of portfolio design and management and the path it seems to offer to long-term superior returns.
As we sift through the study opportunities explored each week in our FREE weekly newsletter, long-term investors are reminded to be selective and mindful that we really only discover a limited number of "best ideas" during a lifetime of investing.
In these days of turbulent markets, how have our most-widely followed stocks fared? Our monthly stock study visits healthcare and information systems with IPC Hospitalist (IPCM) and our featured fund is a foray into emerging markets.
Keep the 24/7 news cycle in check ... experience teaches us that the long-term perspective and trends are what really matters, even while getting whipsawed.
We're reminded of the lessons of long-term investing as we celebrate the achievements and impact of one of the champions of the modern investment club movement.