Occupiers Effect?
MCP’s Reid Weaver earned his Chartered Financial Analyst designation in 2011, the most respected and recognized investment credential in...
- Sep 28, 2011
U.S. Companies Healthy, but Hoarding
U.S. corporations have a higher share of cash on their balance sheets than at any point in almost a half century, the Federal Reserve...
- Sep 22, 2011
Showing Us the $
In July we posted to the blog a short piece, ‘show us the $, Mr. Softy’ (copied below) on Microsoft (MSFT) – discussing the mind boggling...
- Sep 19, 2011
First Non-Convertible Debt Since 1987
Some news out of Intel (INTC) last week caught our attention. The company issued $5 billion of 5, 10 and 30 year bonds in its first sale...
- Sep 13, 2011
From the Active to the Patient...
“The stock market serves as a relocation center at which money is moved from the active to the patient.” Warren Buffett The New York...
- Sep 6, 2011
Commodity Market Message...
The following is an interesting piece from Scott Grannis’ Calafia Beach Pundit blog, about a potentially reassuring message from the...
- Aug 31, 2011
Beginning of a Long Demographic Influence on Dividends?
From the Wall Street Journal this past weekend – a small and fairly anecdotal piece of data – but interesting nonetheless. According to...
- Aug 24, 2011
What Does the Philly Fed Index Mean to Us?
It is important to take economic reports with a grain of salt and not make investment decisions based on one number, no matter how bad or...
- Aug 18, 2011
Mr. Market....
At times of extreme volatility, as we are currently experiencing, we need to attempt to view the stock market in a different context. ...
- Aug 8, 2011
Market Volatility Comments
These are times that test us all as investors. Quick and steep declines are painful to watch – and always seem to be created by events...