Tag 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 economy remains sufficiently weak that the Federal Reserve has postponed any further interest rate increases until at least next year. One of the complicating factors was the recent vote in the U.K. to leave the European Trade Union. The … 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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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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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 My Clients

To My Clients: Our accounts are up 5.4% Y-T-D and up 25.1% for the last twelve months. The markets continue to show buoyancy as the economy very slowly begins a recovery. To a degree, this is largely a result of … Continue reading

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