On the Election

So much ink has been spilled regarding election predictions and how the markets will be affected. We feel that there is little reason for us to add to the noise! Frankly, we have no idea what the short term ramifications …

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Will Value Stocks Outperform?

Fidelity Investments has a nice article on their site regarding Growth and Value cycles. For the last several years, value stocks (those that are priced cheaply but tend to be slower growing companies and oftentimes in more mature industries) have badly …

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End of the Emerging Markets Bear?

In December we wrote that emerging market (EM) stocks were pretty cheap and may be worth owning for investors with patience and a reasonable time horizon. According to Morningstar, EM stocks have average returns of negative seven percent for the …

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The Sequoia Story

A mutual fund that has been making news lately is the Sequoia fund (ticker SEQUX). The fund has an enviable long term track record with its roots tracing to none other than Warren Buffet.  Unsurprisingly, the fund’s long term success …

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