Ouch! The only good news for the past few months’ stock market performance is we are relieved it is behind us. This quarter the stock market experienced much more volatility and a stiff decline, thereby ending a long string of positive quarterly returns. Click the following link to read our October 2014 Newsletter
Click the following link to download a copy of the presentation. North Bay Investors 9.13.14
Contrary investing is the concept involving taking the opposite side of the majority or the “conventional wisdom” of the day and can be very effective when opinion is heavily one-sided. In this commentary (click to read) we highlight two contrary ideas currently featured in our privately managed accounts and actively managed ETF.
Click the link below to download the Presentation *Note Large File – may take a minute to download*
In March 2009 the S&P 500 reached its lowest point since the turn of the 21st century. Nearly five years and 177% later many investors find themselves looking on from the sidelines with substantial cash positions. The S&P 500 continues to make new highs, leaving many stock valuations stretched to the upside. The low hanging investment fruit have already been picked over making it much more difficult to find bargain investment opportunities. Now more than ever in order to succeed investors need to employ an investment roadmap that adapts to the ever changing financial market landscape… click here to continue reading