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My ETF picks for a market rally with room to run
It would be odd for a bull market to end just as the economy is getting some wind at its back.
Manager Commentary Leif Eriksen on 17 Apr 2012
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Some mid-course adjustments for our models
Although the market continued to advance in March, the rate of growth for our holdings slowed.
Manager Commentary CJ Brott on 8 Apr 2012
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Is that tech stock you’re buying really a tech stock?
Pop quiz: Which is the tech stock, Dell or 3M? Crazy question, right?!
Manager Commentary Barry Randall on 18 Jan 2012
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What I learned riding the 2011 market roller coaster
Primary 2011 lesson: A conservative company does not equal a safe investment, particularly in uncertain times.
Manager Commentary Leif Eriksen on 9 Jan 2012
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These high yielders look good for 2012
Like a liquid, money will always flow to fill a void. In 2012, there will be a lack of attractive voids where money can flow.
Manager Commentary Bill DeShurko on 4 Jan 2012
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Year-end portfolio moves we're considering
In our equity allocation, here are some names we like and will look to add.
Manager Commentary Tom Yorke on 22 Nov 2011
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What Buffett sees in DirecTV, Intel and Visa
Each is a leader in its respective industry, and all three benefit from durable, long-term macro trends.
Manager Commentary Charles Sizemore on 17 Nov 2011
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Wal-Mart: Dead stock walking?
In investing, the counterpart of the gravity theory in physics is the law of mean reversion.
Manager Commentary Rocco Huang on 10 Nov 2011
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On the value of relative strength indicators
Can buying stocks that have performed well and selling stocks that have performed poorly help generate significant returns?
Manager Commentary James Roberts on 21 Oct 2011
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Why we're bullish on Hewlett-Packard
The well-documented missteps at Hewlett Packard provided us with what we feel is an opportunity to buy shares in a company that remains competitive in most of its business lines, generates a lot of free cash flow, and has a sterling balance sheet.
Manager Commentary Jean-Luc Nouzille on 12 Oct 2011
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