U.S. Corporate Profits on Pace for Third Straight Decline - WSJ
The stock market rout over the Summer and the beginning of the year led to a broad decline in animal spirits of the consumer. It's starting to be readily apparent in the earnings commentary on 1st…
$UA Under Armour Insider selling reminds me of how overpriced the stock is
Under Armour trading at 57 forward P.E. is near all time highs which is amazing considering that the market seems to be in a major shift from growth to value. This doesn't seem to have gone…
Trump and Obama: A Night to Remember - The New Yorker
I try to stay out of politics for obvious reasons as some of my clients are Democrats and some are Republicans but all of them appreciate a good return on their investment. The Presidential contest…
$AAPL Insiders were telling you that Apple would crater on earnings
Insider selling is a very difficult thing to analyze. After all significant buying only means one thing but insiders could sell for a variety of reasons. We were short Apple going into earnings in…
When a CEO buys shares, here's why you should do the same - Yahoo Finance
United Airlines CEO Oscar Munoz bought a million dollars worth of company shares. Jamie Dimon made a fortune buying JPMorgan stock. Source: When a CEO buys shares, here's why you should do the same -…
Chairman Dumps 30% of his Intel stock after earnings and poor forecast.
Initially Intel stock went down understandably on the news that business was slowing and the 2nd quarter revenues numbers would be lower than forecast and the Company would lay off 10% of the…
Portfolio holdings 4-22-16
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1st Quarter 2016 Partner Letter
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Portfolio holdings 4-14-16
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Miserable Year for Banks: Stocks Suffer as Rates Stay Low - WSJ
“I find it hard to grasp a continued rally without the participation of the second-largest group in the S&P 500,” said Omar Aguilar, chief investment officer for equities at Charles Schwab…