Tag Archives: stock picks

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 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 Quarterly Summary to My Clients

To My Clients: Our accounts are up 5.3 % for the Quarter and up 11.2 % for the year 2010 to date. Even though the broad stock market indexes are all down over 10 % this past quarter, we have … Continue reading

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My Quarterly Summary to Clients.

To My Clients: Our accounts are up 20.41 % Year-To-Date. The Dow Jones Average is up 10.66 % Year-To-Date. Although the stock and bond markets have been quite buoyant over the last several months, it is still quite premature to declare … Continue reading

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How Little We Know – A classic from my archives

HOW LITTLE WE KNOW by Harry Browne August 22, 1984 You’ve probably had the experience of reading a newsletter’s (blog’s) explanation of what is about to happen in the world. The writer presents a sensible, logical, compelling argument that something … Continue reading

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So You Want to Buy Some Stocks…

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