Author Archives: Jordan Smyth

In this latest installment of our quarterly report, my colleagues and I share some observations on the market’s spectacular rise in the first quarter, offer our current outlook for the economy and markets in this election year, and discuss three of the securities we are currently buying: Microsoft Corporation (MSFT), PNC Financial Services Group (PNC), [...]

Two of the most successful long-term investors, Warren Buffett and Jeremy Grantham, just released their latest commentaries.  We carefully study their reports and believe all investors should do the same.
The headlines related to Buffett’s 2011 letter to Berkshire Hathaway shareholders emphasized succession plans, which are in place, and his admission of mistakes, including the purchase [...]

A Motley Fool article from last fall, recently cited in DailyFinance, highlighted three misconceptions regarding the US economy:
1: Most of what Americans spend their money on is made in China.
2: We owe most of our debt to China.
3: We get most of our oil from the Middle East.
Whether or not you believe these to be [...]

In this latest installment of our quarterly report, my colleagues and I share some observations on the market’s behavior in 2011, offer our outlook for the economy and market in 2012, and discuss three of the securities we are currently buying: Apple (AAPL), General Dynamics (GD), and Lowe’s (LOW).
Click here to go to the full [...]

As usual, we read just about every year-end market review and 2012 outlook we could find over the past several weeks, and we thought we’d share some of them with you.  Unfortunately, some of what we reviewed is behind pay walls, but the ones offered below are available and provide a range of insightful commentary.
The [...]