Category Archives: stocks

Quarterly Outlook Summary

Our accounts have been performing very well this year largely due to two of our major holdings, Amazon and Oclaro. While these began as quite modest positions, they have grown sufficiently that they are both quite large in our standard … Continue reading

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Quarterly Outlook Summary

The markets and the economy continue to muddle along although with some volatility. Even though the Federal Reserve has raised short-term interest rates one notch, longer term rates surprisingly declined slightly. Try as they might, the cannot generate any inflation … Continue reading

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Quarterly Outlook Summary

There is little to change in our recent assessment of the markets and the economy. The economy continues to slowly gather steam as housing begins its long awaited recovery and as private sector business confidence and spending also recovers. The … Continue reading

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Quarterly Outlook Summary

The economy continues to slowly gather steam as housing begins its long awaited recovery and as private sector business confidence and spending also recovers. On the other hand, the public sector, the government, continues to curtail its spending causing economic … Continue reading

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Quarterly Summary to Clients

The markets have recently been quite volatile due in large part to several factors previously mentioned, the weak economy, threatened sovereign bond defaults in Europe, and severe political partisanship in US Federal financial affairs. Consequently, our accounts are down significantly … Continue reading

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My 2010 Year-end Summary to Clients

To My Clients: Our accounts were up 12.5 % for the Quarter and up 22.5 % for the year 2010. We are very gratified to have obtained excellent returns and performance for another year in a difficult economy and despite … Continue reading

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