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Category: Blog

Looking for Value

My niche in the stock market is finding extremely oversold stocks and adding them to my clients’ portfolios. My motto is to buy a stock at a discount to the market. It is very important to have a strong balance sheet when looking for companies to buy. I look for companies with a large amount

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First quarter 2013 Commentary

“October. This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May, March, June, December, August, and February.” Mark Twain Notoriously Awful Investor Here in the first quarter of 2013, we are witnessing a federal government tangled up trying to deal with the competing vices

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20 1stdb 01 Cta Apr 01

“What Could Happen Next” – Market Commentary October 2012

Whether a corporate CEO, professional sports coach, or even just a parent, much of the time spent in private tends to focus on “what could go wrong” and identifying preventive measures. Investors are no different. In the past thirteen years, two historic market declines of greater than 45% blindsided investors. Investors are justified to consider

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