When reviewing performance and strategy for my portfolio, I always look at what is happening to the overall market.
With several possible sinkholes visible around the globe, we will still be looking for downside protection.
Overall, we are optimistic about the progress being made on the economic front, based on increasingly heartening economic news.
At this time, the most important fundamentals to consider for mortgage real estate investment trusts are prepayment rates and interest rates.
The four major U.S. carriers are locked in a cutthroat, all-or-nothing competition with no clear winner in sight, and the handset makers are no more attractive.
We moved money out of Apple (AAPL) and Intuitive Surgical (ISRG) to buy more of holdings in our favorite companies like SodaStream (SODA) and QlikTech (QLIK).
The company produces a great product and demand for that product should continue to rise throughout the world.
The undervalued companies we find are often good acquisitions for larger companies and private equity firms.