Growth investors are increasingly willing to pay practically any price for companies with strong earnings growth in this slow growth environment. Conversely, income investors are increasingly willing to overpay for […]
Unsustainable Leadership
Investing in U.S. equities has been frustrating for most investors over the past few years. After an above average 2014, U.S. stocks have been generally flat for the last 18 […]
Initial Quarterly Earnings and Valuation Thoughts – 2016
While equities markets continue to gyrate daily, it is sometimes easy to forget we are actually in the middle of the fourth quarter earnings season. As markets fret about the […]
Equities Round-Up for 2009
Written March 2009 After posting record losses for the first two months of 2009, global stock markets rebounded in March. Although the move was swift, the first quarter generated […]
Equities Outlook for 2009
Written January 2009 As most people know by now, the domestic stock market fell approximately 38% in 2008. Shockingly, this performance figure was one of the better returns experienced […]





