Boulder Income Fund has a 25% stake in Berkshire.
Why we added Leucadia National to our portfolio
Leucadia is highly diversified and has an appetite for risk.
Why we bought Graphic Packaging and Banner Corp.
The Stock Diagnostics model reshuffled the lineup for 2013.
Wary of the herd, I cut loose my Apple holding
Apple is a little like Microsoft during the late 1990s tech bubble. So I sold.
The Most Admired model's new core holding: Berkshire Hathaway
Buffett likes to have an economic moat that deters competition for his holdings--and I would like to do the same.
Here's why I upped my position in Berkshire Hathaway
Berkshire is beginning to perform relatively better than it did last year.
Why I sold Apple, Yum Brands and Qualcomm
The primary motivation for selling those particular stocks was that all had their earnings estimates reduced by some Wall Street analysts.
In search of low volatility stocks like Berkshire and Microsoft
One way to reduce correlation with the S&P: find stocks with a history of lower volatility than the index.
Why I added Dollar General to my portfolio
Dollar General was purchased by a private equity group whose management input has helped produce excellent earnings.
Researching retail stocks the old fashioned way
I like investing in retailers because you can keep your finger on their pulse by visiting their stores.
James Roberts
James Roberts
I worked for a micro-cap value hedge fund as a research analyst for 8 years and then opted for semi-retirement while writing company research reports for StockDiagnostics.com and managing rental real estate for my former boss at the hedge fund
