SOME STRATEGIES TO EASE ‘EQUITY ANXIETY’ I have a good friend who lives in Great Britain who is also a financial adviser. I was speaking with him several weeks ago and asked how his business was doing. “Ever since the FTSE [the British equivalent of the Dow Jones Industrial Average] went over 4,000, business has...Read More
February 25, 2013 MicroFinancial, Inc. (MFI) Current Price: $7.42 Target Price: $9.50 Why MFI? Runway for new business remains long and robust Best in-class collections agency within MFI remains hidden gem Conservative management team (leverage only 1:1.1 times) Margins are impressive and sustainable Reasonable competitive moat Proprietary credit software and database gold standard in industry...Read More
February 7, 2013 Here are eight tax planning strategies for orthopedic surgeons post-Bush Tax Cuts. 1. Tax rate and deductions. The expiration of Bush Tax Cuts at the beginning of 2013 and other initiatives going into affect at the beginning of this past year have an impact on the financial situation of many...Read More
January 23, 2013 In spite of all the volatility, 2012 turned out to be a very good year. If you were too pessimistic or too cautious, you missed a good market rally. If you are a long time reader of this report, you probably remember us stating time and again that markets climb a wall...Read More
8/17/2012 Dire predictions of market collapses and economic gloom in 2012 have so far proven overly pessimistic. But what should investors do to continue making money the rest of the year? In January, many expected Europe’s debt woes to spread from Greece to the rest of the euro zone, China’s economic growth rate to falter...Read More
On Friday, June 1, 2012 we had an all day investment strategies meeting. The purpose of this semi-annual meeting is to discuss our current portfolio strategy and evaluate it against the current state of the global economy…Easier said than done. It gives everyone a chance to express their views and have those views vetted or...Read More
