A New Approach to Bonds
Bond funds tend to hold their value—unless rates are rising. Is it time to dump yours? A look at the pros and cons, as well as alternatives that include market-neutral funds, laddering, and munis.…
Portfolio Holdings 7/10/15
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Utility Stocks Are Undervalued
Utilities have fallen sharply on fears of rising rates. If the Fed moves slowly, the stocks could rebound. Also, a backlash against buybacks. Source: Utility Stocks Are Undervalued I would not be a…
Bullish and bearish divergence pre Greek Drama
I believe most technical analysis is dubious. I heard a saying on Fast Money, the other day, that the ships at the bottom of the sea are full of charts. None the less, I do believe divergence to…
Portfolio Holdings 6/26/15
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Dupont, an interesting beaten down blue chip
We recently purchased Dupont, sub $70, as stock is flirting at the lowest level all year. The sell off is ironic because it was due to activist Nelson Peltz's failed board seat proxy. Peltz…
The Best Annuities - Barron's
By KAREN HUBEJune 20, 2015Fixed-income annuities have never paid out so little, and yet had so much appeal. These annuities, which provide a lifetime of guaranteed income, are paying out 12% less, on…
1st Quarter 2015 Partner Letter
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Portfolio Holdings 6/15/15
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Is the market overvalued, fairly valued, or undervalued?
It is likely that further gains in the market will be muted or even unlikely based on multiple valuation measures. We look at several in this post. As a matter of reference these observations are…