Tuesday, July 28, 2015

Hedge Funds: Balancing Risk & Reward?

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This recent article by Brett Arends points out hedge funds have not performed all that well this year. The same goes for recent years. Ar...
Tuesday, July 21, 2015

Analyst Ratings: When It Pays To Do The Opposite

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According to this Barron's article , the highest rated stocks by Wall Street analysts between 2002-2014 collectively returned 9.5%. So...
Tuesday, July 14, 2015

Buffett & Munger: Embracing the Unconventional

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"Develop your eccentricities while you are young. That way, when you get old, people won't think you're going ga-ga." - Da...
Tuesday, July 7, 2015

Portfolio Diversification: What's the Right Amount?

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Portfolio diversification, something I briefly covered toward the end of this recent post , is an investment topic that necessarily leads to...
Tuesday, June 30, 2015

Earnings Inflation: Why Some Tech Companies Earn Less Than You Think

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This Barron's article covers what it calls the "weird world where a wide range of technology companies...encourage investors to ig...
Tuesday, June 23, 2015

Buffett: Arcane Formulae & Foolish Maxims

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Warren Buffett wrote the following in his 1987 Berkshire Hathaway ( BRKa )  shareholder letter : "...investment success will not be p...
Tuesday, June 16, 2015

Mr. Market Revisited

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From the 1987 Berkshire Hathaway ( BRKa )  shareholder letter : "Ben Graham...said that you should imagine market quotations as comin...
Tuesday, June 9, 2015

Howard Marks: The Value of 'I Don't Know'

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Back in April on CNBC, Howard Marks complimented   what a previous CNBC guest had said that day: "I listened to your previous guest ...
Tuesday, June 2, 2015

Altria: Price Matters

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This article , written by Morgan Housel earlier this year, notes that $ 1 invested in Altria ( MO ) back in 1968 would be, with dividends, w...