"I'm a why person - I always want to know 'why does it work that way?!'"
Covestor profiles: CJ Brott
Stock rally has more room to run
A variety of technical indicators are flashing green on continued stock gains.
Our 2013 shale plays: Inergy and Halcon Resources
The shale revolution will continue regardless of political developments.
Here's our valuation model for Devon, Ford, Cat and Joy Global
We analyze four investments by looking at the Weighted Average Cost of Capital calculation.
NXP Semiconductor is poised to ride chip expansion wave
The chip company stumbled earlier this year but now seems to be on track for a large gross margin expansion going forward.
Why we added Baker Hughes and Caterpillar to the portfolio
Both stocks have declined substantially from their highs and formed reasonable bases from which to launch a rally.
We're staying defensive until earnings season brings clarity
We had hoped that Asia might have enough economic strength to support itself and avoid recession. No more.
We've adjusted the model for uncertainty ahead
We have no doubt economic growth here and around the world has slowed.
Portfolio manager, know thyself
There are two battles all investment managers fight: understanding the process and understanding themselves.
Some mid-course adjustments for our models
Although the market continued to advance in March, the rate of growth for our holdings slowed.
CJ Brott
CJ Brott
Capital Ideas, Inc. is a Texas-based RIA established in 1984. CJ Brott and Karen Burns are the two founding principals. Both have access to many industry contacts from which to draw on when making their investment decisions.
