Newsletter – Q1, 2012

Download this article as a PDF 2012 Growth or 2011 Repeated? By Paul J. Kronlokken, CAIA By most measures, the U.S. stock market in 2012 has started off on the right foot.  Through the end of February, the popular indexes are all nicely positive, with the S&P 500...

Newsletter – Q4, 2011

Download this article as a PDF Public Employee Entitlements By James C. King The political season is upon us and like winter, we’ll be happy when it’s over. That said, this political season is about deficits, jobs and taxes. Along the tax debate discussions, we hear...

Newsletter – Q2, 2011

Download this article as a PDF Market Valuations Differ By James C. King Are common stocks a good place to invest?  Many people perceive the current ‘stock market’ to be too risky.  Also, many people believe that if they are over a certain age, they should have a...

Newsletter – Q1, 2011

Download this article as a PDF Market Recap The first quarter ended on the upside even after digesting the global challenges we faced from the devastating earthquake/tsunami damage in Japan, the continual political unrest throughout the Middle East, and the debt laden...

Newsletter – Q4, 2010

Download this article as a PDFRevisiting the Importance of Dividends & Company Valuations By James C. King Two elements of the investment process that we strongly focus on are dividends and historic valuations (P/E ratio). Dividends Underestimated by many...

Newsletter – Q3, 2010

Download this article as a PDFGovernment vs. Private Sector and Valuations By James C. King About 15 years ago, I made my first trip to China.  At that time, most of the Chinese population rode bicycles or scooters and small cabs, probably made of recycled tin cans. ...