Re-Equitization
Over the last couple of weeks I've disclosed a couple of trades we've placed for our large accounts that started the process of moving toward being fully invested. Yesterday we executed trades for most of our small and mid sized accounts with the same ...
Could Happen To Anyone
Over the last couple of weeks or so I've disclosed buying two new individual stocks for most of our large client accounts (in this context large means accounts where we believe using mostly individual stocks is suitable). A hopefully amusing thought oc...
Apples to Apples
A reader at Seeking Alpha left a comment on my "Revisiting Yield Products" post from the other day noting that ETFs have recovered much better than CEFs, aka closed end funds. Generically speaking this is probably true but not the best way to look at i...
Sunday Morning Coffee
No post today just a (hopefully) cool picture of the Grand Tetons through the window of the Cunningham Cabin.
The Big Picture for the Week of January 8, 2012
Yesterday we executed a trade for most "large" accounts buying KLA-Tencor (KLAC). The pick is more of a top down decision (more on that in a moment). The company makes equipment used in manufacturing many types of semiconductor; data storage, LED, sola...
The Big Picture for the Week of January 8, 2012
Yesterday we executed a trade for most "large" accounts buying KLA-Tencor (KLAC). The pick is more of a top down decision (more on that in a moment). The company makes equipment used in manufacturing many types of semiconductor; data storage, LED, sola...
Revisiting Yield Products
This blog started in 2004 and back then markets were functioning normally (mostly). Equities were mostly moving higher even if returns were lumpy and there was no speculation about which would be the next country to need a bailout. It was not a riskles...
Chasing Heat
Yesterday I was in Phoenix for a client meeting. In the meeting I was asked about whether I would ever try to seek greener pastures and while the answer is I can't envision a better scenario than what I have now it got me to thinking about the extent t...
Vote For Pips!
An update on Pips, the dog that Joellyn and I took to the University of Washington last March to join the Conservation Canines program.United Animal Friends, the animal rescue that my wife volunteers for, entered Pips' story into a contest being run by...
The 5% Solution?
A few years ago I wrote an article for theStreet.com where I tried to construct a diversified portfolio that yielded 4%. While the overall yield came in just below 4% it covered a lot of bases toward being diversified. The objective was not that anyone...
Dakar Rally 2012
For anyone who forgot, the 2012 Dakar Rally has started, there is daily coverage on Versus NBCSports Channel. If you care about this you might want to record the coverage as it is on at odd times.The big news is that Volkswagen is out of this year's ra...
Right Place Right Time
A little anecdote from my weekend that I think can be applied to investing;The dog in the picture is a pitbull named Blue. While watching bowl games and reading Barron's on Saturday afternoon our dogs starting barking up a storm as they occasionally do...
