Expected Returns Issues
You might be wondering what the wedding of one's daughter has to do with investing, but trust us, it has everything to do with investing .
If a Rhino falls in the forest, does he or she bounce? How should we think about strategic selling? What role does quality continue to hold.
The stock market madness of early March has given way to a rally that at least delivers welcome respite from the cascading decline we've experienced for several months.
When the long-term trend is impacted, we do well to consider how our forecasts might change to reflect reasonable expectations.
Our beloved rhinos are ratcheting expectations downward with breathtaking intent and resolve and high-quality companies are caught in the wake.
Our traditional contest now has two years in the record books. The challenge is simple. Select five stocks, starting on our national holiday, Groundhog Day -- and take care of the portfolio going forward.
That which doesn't kill us makes us stronger." Year-end 2008 delivered reminders of how fragile things, including major companies, can be. Warren Buffett reminds us how important the long-term perspective really is.
After several months of the nastiest markets seen in most people’s lifetimes, we were drawn to a down-to-earth set of Rules of Engagement shared by Charles Carlson back in 1998 after another particularly bad episode.
Our presidential candidates had plenty of venom for "Wall Street" and "investors" during the campaign. In this letter, we share that tomorrow is NOT the future when it comes to long-term investing.
Has CVS painted Walgreen into a corner with limited strategic options.
In this month's cover story, Cy Lynch takes a look at the power of second opinions and potential best practices for effective stockwatching..