3 Reasons Why I Just Bought Biogen Inc. Stock -- The Motley Fool
Biogen's not cheap by any means but you are getting the pipeline on the cheap. It's our 2nd largest holding and the management seems to be a class act. I think negative headlines have missed…
'Nifty' growth stocks keep the bears at bay, for now
A tight group of glamour stocks is so far helping the big U.S. stock indexes withstand a slow-motion crash in emerging markets and commodities. Source: 'Nifty' growth stocks keep the bears at bay,…
Portfolio holdings July 31, 2015
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Portfolio Holdings 7/27/15
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Saudi Arabia’s Sabic Considering Shale Gas Investments in U.S.
It's good to see someone playing the long game with America's trodden down energy MLP's. Saudi Basic Industries Corp., the world’s second-biggest chemicals manufacturer, plans to expand investment in…
Thoughts on Apple quarter
Apple reported an impressive quarter yet the stock sold off sharply after hours. Fortunately we had lowered our position in the name a little before earnings came out as we were a little too…
2nd Quarter 2015 Partner Letter
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History Shows Iran Could Surprise the Oil Market - Bloomberg Business
History Shows Iran Could Surprise the Oil MarketMost analysts are far too pessimistic about Iran's ability to bounce back, International Energy Agency Saysby Javier BlasJuly 19, 2015 — 5:00 PM……
Investors Brace for Fewer Winners
As stocks’ returns dry up, some people take more risks. It could be time to save more. Source: Investors Brace for Fewer Winners Not likely we will have a big sell-off when there are bearish…
Will Energy MLPs Remain Stuck in Down Market?
Even with higher interest rates likely, a Wells Fargo analyst is bullish on shares of ‘quality’ names. Source: Will Energy MLPs Remain Stuck in Down Market? Many if not all of my clients and…