Our foremost belief is that over time stock price follows earnings growth.
January, 2012 Archive
The economy should slog ahead in 2012, slow but gaining slightly.
Owning MREITs will always require nimble management by the investor, and that’s our charge as a portfolio manager.
We need to see positive momentum in economic reports for both consumer and business spending.
The spread on risk arbitrage opportunities seemed to shrink over 2011, and tender offer opportunities became scarce.
Another quarter has gone by
...and still no call from your broker
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I will try to reduce the portfolio turnover and trading frequency in this model in 2012 by staying focused on longer-term performance.
Protection of assets is critical in a situation like this.
Investors are always dealing with a murky future, but I must say that things are far more murky than usual.
Meanwhile, Sprint could be mortally wounded - so we have it on a short leash.
It looks like the start of 2012 is going to be as volatile as 2011, with unresolved European issues, expanding U.S debt and presidential elections.