Our Advice

Our company understands how frustrating and illogical the stock market can be. We have been involved in stock markets for 40 years and had success despite these shortcomings. Through our missives, quarterly newsletters and appearances in the media, we provide advice on how to avoid stock market failure. 

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Our Advice

AllMissivesPressQuarterly NewslettersRadio InterviewsTV Appearances

The Law of Fashion

27 Jul 2021

The goal of our work is to avoid getting stuck as fashion disappears. We have no urge for getting beat up by our companies suffering from civil law moving against them. We enjoy...

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Only the Hodlvolk Survives

20 Jul 2021

These young investors have adopted certain mantras. Maybe none more famous than the term HODL. HODL is short for hold on for dear life. What is striking to us is that, while the...

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Bloomberg Markets: Cole Smead, CFA on Oil

16 Jul 2021

UAE Closes in on Oil Output Deal By Alix Steel and Guy Johnson For more information go to www.bloomberg.com. Stocks mentioned: CLR, COP, CVX, The information contained in this article … Bloomberg Markets:...

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2Q21 Newsletter: Stock Picking is Dead

15 Jul 2021

Halfway through the year 2021, we must be reminded to “not confuse brains with a bull market.” These are the words we were taught back in the 1980’s. When all boats float, don’t...

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Value Investors are Still Rolling Stones

06 Jul 2021

Most millennials have never seen an era where value has done well. The last 12 months seem like an aberration in their careers relative to the booming growth markets of the 2010’s. The...

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Good Medicine at Bargain Prices

30 Jun 2021

We have been long-term owners of Amgen (AMGN), Merck (MRK) and Pfizer (PFE) among the major pharma/biotech companies. We believe they trade at a ridiculous discount to similar companies in other industries. However,...

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AllMissivesPressQuarterly NewslettersRadio InterviewsTV Appearances

The Law of Fashion

27 Jul 2021

The goal of our work is to avoid getting stuck as fashion disappears. We have no urge for getting beat up by our companies suffering from civil law moving against them. We enjoy...

⟶ Keep Reading

Only the Hodlvolk Survives

20 Jul 2021

These young investors have adopted certain mantras. Maybe none more famous than the term HODL. HODL is short for hold on for dear life. What is striking to us is that, while the...

⟶ Keep Reading

Bloomberg Markets: Cole Smead, CFA on Oil

16 Jul 2021

UAE Closes in on Oil Output Deal By Alix Steel and Guy Johnson For more information go to www.bloomberg.com. Stocks mentioned: CLR, COP, CVX, The information contained in this article … Bloomberg Markets:...

⟶ Keep Reading

2Q21 Newsletter: Stock Picking is Dead

15 Jul 2021

Halfway through the year 2021, we must be reminded to “not confuse brains with a bull market.” These are the words we were taught back in the 1980’s. When all boats float, don’t...

⟶ Keep Reading

Value Investors are Still Rolling Stones

06 Jul 2021

Most millennials have never seen an era where value has done well. The last 12 months seem like an aberration in their careers relative to the booming growth markets of the 2010’s. The...

⟶ Keep Reading

Good Medicine at Bargain Prices

30 Jun 2021

We have been long-term owners of Amgen (AMGN), Merck (MRK) and Pfizer (PFE) among the major pharma/biotech companies. We believe they trade at a ridiculous discount to similar companies in other industries. However,...

⟶ Keep Reading

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