Author Archives: Jordan Smyth

Some Good News, and Why We Find Stocks Attractive Now

By Jordan Smyth | Published December 2, 2011

This week brought some good news regarding Europe and the US economy, leading to a welcome rally in the stock market.  As a result, the S&P 500 is on track for its best week since March 2009.
The mood is certainly brighter now than in the previous few weeks, and we are pleased to see central [...]

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Goodbye, Third Quarter, and Good Riddance – Highlights from Edgemoor’s Fall 2011 Quarterly Report

By Jordan Smyth | Published October 13, 2011

In this latest installment of our quarterly report, my colleagues and I review the turbulent third quarter of 2011, offer our outlook for the economy and market, and discuss three of the securities we are currently buying: Novartis AG (NVS), Berkshire Hathaway (BRK.B), and BioMed Realty Trust Series A Preferred Shares (BMRPRA).
Click here to go [...]

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Europe and Now China: What to Do?

By Jordan Smyth | Published September 23, 2011

In our last blog post, written just after the downgrade of US government debt, we advised investors to stick with a proven strategy and avoid panic.  Stocks have bounced around since then, staying above the August low but remaining volatile.  More recently, concerns that the European debt situation might derail the global economy have risen, [...]

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Don’t panic! Thoughts on turbulent markets

By Jordan Smyth | Published August 8, 2011

In the wake of this weekend’s downgrade of U.S. government debt by Standard & Poor’s, and on the heels of last week’s market slide, many investors are feeling the temptation to flee stocks and move to cash and other investments thought to be safer.  Ironically, the list of these perceived safe havens includes U.S. debt [...]

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Better Than Advertised – Highlights from Edgemoor’s Summer 2011 Quarterly Report

By Jordan Smyth | Published July 14, 2011

My colleagues and I have just completed our Summer 2011 Quarterly Report.  In this latest installment, we review the second quarter of 2011, offer our outlook for the economy and market, and discuss three of the securities we are currently buying: American Express (AXP), Intel (INTC), and Wal-Mart (WMT).
Click here to go to the full [...]

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