Strategies

It appears to me that the market established its bottom in September 2011.

In order to buy the business "for free" I would pay $2.60 per share - which is equal to the net cash on the balance sheet.

For now, we are in the acceleration stage of the corporate growth cycle.

Wall Street economists like to use the term “on the other hand” when forecasting the economy just in case they are proven wrong later. It's a good career strategy.

A trade gone wrong, thanks to the market's current orientation to European debt.

While institutional managers are often sharper than the average investor, they can be every bit as prone to herding behavior.

Despite all the concern about macro-economic weakness, companies continue to accelerate.

How we're positioning for high yield plus market-like returns for the remainder of 2011.

Here's why I recently liquidated half of these high yielding positions in my portfolio.