Funds Commentary
The basic tenets to value investing and margin of safety are the following: Every stock is a fractional share of an actual business. Every business or stock has an “intrinsic value.” The “intrinsic value” of a business generally changes at a much slower rate than the price of a publicly traded stock can change. Over...
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This is an excellent article by Bill Ngyren where he discusses the absurdity of bonds being considered as “low risk” at current prices, and high current dividend paying stocks inflated valuations.  I think that the points he makes really provide sound insight that should be thoroughly assessed when making asset allocation decisions in the current...
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