Strategies
3459 posts
The uncertainty of resolution on many fronts has meant that as investors, we’re waiting for something to give.
The overall market appears to have somewhat stabilized, so we will consider making some purchases over the next few months.
Sometimes a stock can be purchased that is attractive from both a value and momentum perspective. Here's an example.
Our low-beta, short-term corporate bond ETFs aim to anchor the portfolio against volatility, while the balance of the portfolio aims to throw off substantial dividends and interest.
With the price drop in the overall market and a continually weakening dollar, several master limited partnerships have become more attractively priced.
Management says both the NP-5 and Kiryat Gat products “are expected to become our growth generators when the NP-4 reaches its peak revenues several years from now.”
The runway for a successful HTCH recovery is now significantly shorter due to the Thai flood disaster.
Our investment approach is to buy companies with consistent earning power and high return-on-equity that employ little or no long-term debt, and to purchase at reasonable prices with a high margin of safety.