Board drama has been a major distraction for the company, but it hasn’t slowed down its strong operating results.
Charles Sizemore
273 posts
There is an entire niche industry dedicated to “13-F mining,” and several very good online services that do this legwork for you.
The real crisis that will determine the fate of the European Union is not Spain and it’s certainly not Greece. It’s Italy, says model manager Charles Sizemore.
The luxury goods sector targets wealthy emerging-market consumers that tend to weather economic storms better than the rest.
Spain is home to some of the world’s finest multinational companies, and the crisis has created absolute steals that we may not see again in our lifetimes.
The 17 member states of the Eurozone could issue bonds collectively and accept joint liability for the outstanding debt.
We humans are instinctively herd animals, and we tend to panic when we see others around us panicking.
Much of our research and investment in recent years has focused on income and income growth, and for good reason.
This is the sort of bullish consensus I like to see; the Big Money is optimistic without being euphoric.