Insight2Markets: Earnings Update

August 22, 2018

Are you being paid for the risk you are taking?

 This is a question consistently asked in the investing world. If the underlying companies in a portfolio are not growing earnings, a higher price and return on the investment generally isn’t justified.  Facebook’s recent miss and price drop is a prime example. Investors do not “like” it when companies fail produce the results they said they would. Read more

2nd January 2016 Market Update

January 4, 2016

As of the writing of this letter, the market as a whole has continued its decline to around a drop of 10% year to date and close to 15% from the 2015 highs. Oil continues to dominate the headlines as it has fallen through $30 per barrel of West Texas Intermediate, nearing $25 per barrel and is anyone’s guess as to where it will end up. The good news is that we have taken steps to limit our portfolio exposure to energy and the high yield credit sector which are closely tied to the price of oil. Although we don’t think the current market trend is indicative of how the year will finish, the storm has yet to pass.

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