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Beware of mindless diversification when it comes to stock picking
Diversifying for the sake of diversification is far riskier than investing in a few ideas that you fully understand and believe-in.
Manager Commentary Walt Sokira on 11 Apr 2012
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Apple and Starbucks are just getting started
A few times in each generation, a transformational company emerges with innovative strategies that reject existing ideas, and presents a way to do things radically different from the way they were done before.
Manager Commentary Walt Sokira on 20 Mar 2012
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You have to keep it simple
We see three great stocks for 2012: Apple (AAPL), Philip Morris (PM) and Cinemark (CNK)
Manager Commentary Walt Sokira on 14 Feb 2012
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Low expectations set the stage for a 2012 market rally
The stock market usually “votes” nine months in advance of the November elections, so if a positive change is in the offing, we may start to see a more positive stock market environment this spring.
Manager Commentary Walt Sokira on 17 Jan 2012
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