Investing Spurts

Here are three steps to multi currency profits.   Seek value.  Cut losses.  Take profits. Quotes from three great value investors support this thought. “Be fearful when others are greedy, and greedy when others are fearful.” Warren Buffett “In the short run, the...

Equity Shift Nearer

The equity market shifts that value analysis have predicted may be starting to steamroll a bit.  This process will be helped by negative return European bonds.   Last week in the Wall Street Journal article, “European bond markets go down the rabbit hole”...

Contrarian Risk

The nature of value investing is to be contrary.  Markets rise and fall, long term, guided by forces of nature.  Markets jump up and down, short term, based on the human whims of fear and greed.  Hot markets are almost always overbought and severely corrected markets...

Medium Risk in High Risk Times

There is great opportunity in medium risk portfolios during high risk times.  This last week Merri and I received 100 fresh Ecuadorian Roses. We took them to Mount Dora and decorated the seminar room at the Lakeside Inn where we had a full house for our Super Thinking...

Low Risk Investing View

The first rule of value investing is to reduce risk.  You are invited to join Eric Roseman CEO of ENR Asset Management and Thomas Fischer in an Asset Allocation conference call at no charge. Gary Scott meeting staff at Jyske Bank’s Silkeborg headquarters. Over...