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
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
11/01/2012 The economy and stock market may continue to “muddle through” in 2013, but investors can still see significant returns in stocks like Intel (INTC) and Liquidity Services (LQDT), said Steven Rogé, portfolio manager for the Rogé Partners Fund (ROGEX). The large-cap blend fund, which garners two stars from fund-rater Morningstar, has returned 10% year...Read More
