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QuickLogic: a small tech play with big ambitions
QuickLogic provides an opportunity to invest before the analysts and the public jump on board.
Manager Commentary Gerald Gehman on 8 Apr 2012
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Adjusting my model for a less sunny market climate
I’ve learned storms do end and one swallow does not a make a spring.
Manager Commentary Chris Rees on 6 Apr 2012
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Will this recovery roll without the Fed's support?
If the Fed decides to test the durability of its policies once again, we may be in for another correction of 20% or more.
Manager Commentary John King on 4 Apr 2012
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Why the US market is in the catbird seat
The business cycle is in early recovery and the equity market is in a bull market.
Manager Commentary Gary Harloff on 4 Apr 2012
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Strong corporate fundamentals power the stock rally
Sales growth is high and profit margins are up, indicating that overall corporate wealth continues to accelerate.
Manager Commentary Robert Gay on 4 Apr 2012
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Stay cautious: this market won't top 2007 high
Asset protection is essential. A 100% cash allocation will be employed.
Manager Commentary Terence Grennon on 4 Apr 2012
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I don't expect smooth sailing for this market
The U.S. economy has been stronger lately, but are we strong enough to withstand all the potential shocks out there, given our own need to cut deficits?
Manager Commentary Brendan Ruchert-Dixon on 4 Apr 2012
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There is still market momentum behind this rally
Two key indicators that I have my eye on.
Manager Commentary Bill DeShurko on 4 Apr 2012
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Why cash flow is king in our portfolio
We own businesses that generate excess cash, and this abundance of cash allows our companies to invest.
Manager Commentary Donald Jowdy on 3 Apr 2012
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Keep an eye on China and copper prices
In the past four years, copper has been a great leading indicator for stocks.
Manager Commentary Michael Arold on 3 Apr 2012
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