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Sell in May? Take a look at these numbers
An important question for investors is whether the lower historical returns from May through October are likely to be repeated in the future.
Manager Commentary Patrick Larkin on 3 May 2012
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My portfolio's still cheap based on 'look-through' earnings
The term refers to an investor’s pro-rated share in the earnings of the companies that he is in invested in.
Manager Commentary Patrick Larkin on 3 Apr 2012
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Missteps at HP and DreamWorks Create Opportunity for Long-term Investors
These two stocks represent the type of opportunity I believe provides investors with the most reward for the least risk.
Manager Commentary Patrick Larkin on 6 Mar 2012
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Why I added DreamWorks to my portfolio
The company produces a great product and demand for that product should continue to rise throughout the world.
Manager Commentary Patrick Larkin on 16 Feb 2012
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Introducing my All Cap Value model
My goal is to beat the S&P 500 by at least five percentage points on an annualized basis over the coming five years.
Manager Commentary Patrick Larkin on 17 Jan 2012
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