Month

September 2012
This is a really great video highlighting the power of compound interest. What would you rather have a penny doubling everyday for 30 periods, or $10MM? The answer might surprise you. http://www.gurufocus.com/news/191108/power-of-compounding-with-guru-chuck-akre INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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Below is a quick update on our investment thesis on CIT Group (CIT) which has garnered some takeout speculation.  This company makes a lot more sense as part of a larger bank than as a standalone concern in my personal opinion. http://seekingalpha.com/article/886401-cit-group-is-an-attractive-catch-and-here-is-a-way-to-play-it INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL...
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Gurufocus had an excellent interview with famed value investor Donald Yacktman.  In the interview Yacktman shares some extremely valuable insight on characteristics that he looks for when buying businesses.  He also talks about how he sold put options on BP after the Macondo disaster like we did, and how his son uses stock options in...
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Below is our most recent research report on Intel (INTC).  Enjoy! http://seekingalpha.com/article/880761-intel-an-obvious-opportunity-obscured-by-clouds INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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Below is our most recent research report on Jefferies (JEF).  Enjoy. http://seekingalpha.com/article/879621-jefferies-group-s-sell-off-provides-a-long-term-opportunity INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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Here is our most recent research report on Bank of New York Mellon (BK).  Enjoy. http://seekingalpha.com/article/877871-as-rates-go-up-over-time-so-will-bank-of-new-york-mellon-s-stock INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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Deckers (DECK) is a fallen glamour stock.  The company is best known for its UGG brand.  We’ve been tracking the company for a while but only got interested after the recent plunge in the stock, which is off about 66% from its 52 week high.  Today we initiated our first positions on the stock through...
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Robert Rodriguez is a pragmatic portfolio manager willing to take a deep look at the future implications of decisions such as QE3.  While it is clear that there aren’t a lot of good options out there, the ramifications over the long-term can be quite severe.  The biggest issue that I see is that the Federal...
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Howard Marks is one of the smartest guys in the investment business, and I really appreciate his balanced approach of weighing facts and figures.  In the below memo, he addresses the many macro-concerns and there possible impacts on investments, and contrasts that with the positives such as the extreme level of pessimism that exists.  The...
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On March 12, 2012 the WSJ had an article titled “Why Stocks Are Riskier Than You Think.”  I disagree with a lot of their rationale and below you’ll find my rebuttal.  The reality is as an independent financial advisor/money manager I can offer any product that I wish.  There are some products such as annuities,...
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