August 2018
Dear Investors, One of our favorite investments in today’s market is the common stock of ALLY Financial (ALLY).  This is a company that we have done quite well on over the years, but that has improved the fundamentals of its business at an even faster rate.  Our investments in ALLY have generally been centered on...
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Dear Investors, Earnings season is almost over and has been a very busy time as usual. There are a lot of positive developments occurring with most of our investments. Some of this has been obscured by global concerns over Turkey and emerging markets, but over time the fundamentals of the businesses themselves are what matters....
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    7242 East Cortez Rd
    Scottsdale, AZ 85260
    Phone: 805-886-8140
    Fax : 949-335-9784