I am very satisfied with the recent performance of the holdings in this Healthcare model.
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.
Here's why I upped my position in Berkshire Hathaway
Berkshire is beginning to perform relatively better than it did last year.
The high performers powering the Concentrated GARP model
Money management is always full of second guessing, and I am no exception.
When it comes to investing, survival is job one
Danger always lies where there is a crowd. Today the crowd thinks safety is safe.
The Fed and ECB's biggest weapon is the stock market
The wealth effect from higher asset prices such as stocks has become a primary monetary policy tool.
Market is trending up and we're looking to buy
The market is heading up and we are currently looking at stocks to add to the portfolio.
Will the Fed's QE3 move trump the coming earnings slowdown?
Valuation factors are modestly negative even though interest rates are quite low and the Federal Reserve has pledged to keep them there for some time.
Why I'm still bullish on Asia
In the long-term, I'm confident that the stocks I've chosen will outperform the market as a whole.
Ralph Lauren is a smart proxy play for China's luxury market
China's economy is unlikely to have a hard-landing and demand for luxury brands like Ralph Lauren will remain relatively resilient.