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Category Archives: General Commentary
New Blog
I have opened a new blog within the StockTwits network. It’s great to be part of a confederacy of talented investors pushing the envelope of social media and investing! This current website will continue to provide general information as it … Continue reading
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Two Semiconductor Stocks More Attractive Than National Semiconductor
The following is an excerpt taken from a model portfolio strategy update issued to clients April 4, 2011 at 6pm. For more information about our institutional equity research products and soft dollar arrangements please contact us directly. “Texas Instruments Incorporated … Continue reading
Ascendere Associates Research Product Update
We have partnered with a regional broker/dealer and the trading desk of a globally renowned institution to market our research to institutional investors and collect soft dollar payments on our behalf. Our product is generating interest among hedge funds and other asset … Continue reading
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On Enhancing the Research Process Behind Berkshire’s Acquisition of Lubrizol Corp.
Buffett issued a statement regarding the resignation of the previous heir apparent David Sokol. The resignation and circumstances under which he is departing does not interest us. What is interesting is the additional information illustrating how Berkshire went about purchasing … Continue reading
Number of High-Quality Stocks vs S&P 500 Price Action
We’ve noticed over time that the number of “high-quality” stocks in our model portfolios tend to roughly change with the price levels of major indices. Below we compare the number of stocks in our theoretical Opportunistic Long Only model with … Continue reading
A Completely Wild Guess — Market Will Close Up 1 Percent On March 1, 2011
We would not be surprised if somewhere out there there is a hedge fund pitch book that contains a table that looks very similar to this:
Current Euphoria Will Lift Stocks for a Few Days Though Pessimism Will Likely Return
After reviewing our backtests and reviewing the pros and cons, we have decided that the Feb 22-24 market sell-off has presented us with a short-term buying opportunity, perhaps to be followed by another sustained downturn. We think we are at … Continue reading
Emerson Electric Workforce Growth Plans if Repeated Across Corporate America Could Portend an Incredibly Positive Scenario for Both Markets and Unemployment
Emerson Electric Co. (EMR) a well run $45b market cap Industrial sector company, announced today it would increase its workforce by 7000 to 137,000 people worldwide by the end of the year. To us, this is another positive anecdotal piece … Continue reading
S&P 500 Gains in First Day of the Month Trading Averaging 0.95%
During 2010, the S&P 500 finished up the first day of any month 9 out of 12 times, and this continued in January 2011 for an average gain of 0.95%. The cumulative first-day-of-the-month gain in the S&P 500 in 2010 … Continue reading
Message to Trial Subscribers
Based on increased interest from institutional investors we have decided to enhance our content, reduce the breadth of free content and provide trials by direct request only. Free content will continue to be available via Feedburner RSS and email; the … Continue reading
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