-
Shifting markets mean opportunity with VIX contracts
I shifted shorting strategy on my VIX-linked investments to reflect shifting market sentiment. Here's how.
Manager Commentary Robert Zingale on 24 Feb 2012
-
Yahoo is a better fit for Apple than meets the eye
Apple may need to take on bigger deals to keep its earnings growth up.
Uncategorized Michael Tarsala on 23 Feb 2012
-
Five reasons why defense stocks could outperform
With global tensions rising, I doubt President Obama will be able to cut even 1% of the core defense budget in 2013.
Positions Michael Tarsala on 23 Feb 2012
-
Why we own W.W. Grainger and Abbott Labs
Right now, a disproportionate number of consumer-based companies fit our valuation criteria.
Manager Commentary Donald Jowdy on 22 Feb 2012
-
Well-priced stocks will ride out these market swings
The question to ask, I think, is “If I were a ground squirrel just awakened from hibernation, would I like valuations today?”
Manager Commentary Dan Plettner on 21 Feb 2012
-
This market rally may have some legs
Market indices have had a good run in January and many stocks are breaking out to new 52-week highs.
Manager Commentary Jesse Barkasy on 21 Feb 2012
-
Massive global liquidity creates big opportunity for stocks in 2012
But you do have to be careful out there - it is going to be very volatile.
Manager Spotlight Gerald Gehman on 20 Feb 2012
-
Gold will continue to rise and U.S. stocks remain cheap
We recently had a chance to ask Tom Yorke of Oceanic Capital where he sees markets headed through the rest of 2012.
Manager Spotlight Tom Yorke on 19 Feb 2012
-
Expect a big stock rally and bonds to fall throughout 2012
It's "one of the most important opportunities for investors to buy stocks that we've seen over our investing lifetimes."
Manager Spotlight Robert Gay on 19 Feb 2012
-
Investing in the age of the frugal American
Investors can still make a decent profit under these conditions, assuming they choose investments wisely and pay a reasonable price.
Manager Commentary Charles Sizemore on 19 Feb 2012
Must reads
-
The real lesson of the 2010 flash crash
Market turbulence is something that can be embraced ...
-
Don't try to time this chaotic market
What keeps us awake at night still is ...
-
Facebook's pointless IPO fear
Some advice for Mark Zuckerberg as he takes ...
Follow us