Category Archives: Edgemoor Insights

Expecting More of the Same – Highlights from Edgemoor’s Winter 2012 Quarterly Report

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).
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A Selection of Market Outlook Articles

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 [...]

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

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).
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Europe and Now China: What to Do?

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

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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