As I write this, the Dow has experienced its longest losing streak since 2011. Nearly 1/4th of the way into 2017, we are finally seeing some real volatility and more attractive investment opportunities are popping up each day.Read More

If one studies the history of financial markets, a consistent theme emerges. Short-term fads tend to dictate short-term performance, but long-term performance is determined by value and fundamentals. There are periods where prices flat out do not make sense, either for the market as a whole or for individual stocks and sectors. The current investment...Read More

One of Warren Buffett’s attractive 2008 preferred stock investments seems likely to be repaid soon, as Dow Chemical (DOW) awaits proceeds from a legal dispute with Kuwait.  Dow has really benefited from the acquisition of Rohn & Hass Co. which was enabled through Buffett’s capital in a stressed credit environment.  It will be difficult for...Read More

Lower natural gas prices is a tremendous boon to chemical makers and steel companies.  Once the U.S. develops an adequate energy policy focusing on utilizing more natural gas versus oil the benefits will be even more pronounced.  Companies like Dow Chemical (DOW) have the opportunity to be huge beneficiaries in reducing their cost structure through...Read More