Our Research Reports:
An important part of our investment management process is continually testing fundamental principles of stock investing that we believe in & apply them to build our portfolios. We do this by conducting our own research studies using specific raw data from either individual stocks or the broad equity market indices. We prepare written reports on such studies to summarize our findings.
Disclaimer: Please note that these reports are for information purposes only, and not intended as recommendations for a particular investment strategy.
Please click on the report you would like to read.
Why it pays to stay invested in the stock market, June 2017
What controls stock prices? April 2017
Some thoughts on the SP500 Index, May 2016
Revisiting the Great Depression, March 2014
A desirable stock portfolio: Moderate Growth with Rising Dividends, April 2013
Rising Earnings or Rising Dividends: Which would you rather have in your portfolio? March 2013
Abbott Labs: Study of 36 years of earnings excellence, February 2013
Lessons for the long term equity investment, October 2012