Below you'll find a list of all posts that have been categorized as “Blog”
Dear clients and friends of Vailshire– Happy Independence Day week! I hope you have been enjoying the freedom that we are blessed with in this country. And for those Vailshire clients and friends who are serving or have served in the military… thank you very much! 2018 2nd Quarter Investment Highlights World politics remain turbulent, due–in no small part–to the persistent …
Dear clients and friends of Vailshire– I hope that all is well with you, wherever in the world this memo finds you! 2018 1st Quarter Investment Highlights Volatility has (finally) returned. Normally a staple in the marketplace, volatility was conspicuously absent for the vast majority of 2017. If you pay any attention to financial media or literature, I am sure …
China has 4 times the population of the US, and 10 times the number of technology employees. Forecast: The US will become victims of their own under-investment. (Source: AngelList) #STEM #Vailshire
Dear clients of Vailshire- The first three months of 2016 have once again felt like a rollercoaster ride. Through mid-February, fear was rampant and the equities market descended into what felt like the land of no return. Bears (pessimists) took to CNBC, newspapers and newsletters around the world and triumphantly explained why this was not just going to be 2008 …
Memo to: Vailshire Clients From: Jeffrey W. Ross, MD, RIA Date: January 3, 2016 Eyes on the Prize For the majority of investors, 2015 was a difficult year. The S&P 500, Dow Jones Industrial Average, most foreign equities and most commodities all notched losses for the year. Neither Vailshire Capital Management nor its clients are surprised or overly concerned with …
Memo to: Vailshire Clients From: Jeffrey W. Ross, MD, RIA Date: October 1, 2015 When Bad News is Good News Warren Buffett, considered by many to be the greatest investor to have ever lived, has said, “Bad news is the friend of the long-‐term investor.” This is because bad news—whether brought about by …
Originally posted on Seeking Alpha Summary It’s time to make the move from hamburgers to hot dogs. Sustained growth of revenues and earnings makes Nathan’s Famous Inc a compelling stock to own. Insider ownership makes a huge difference in terms of shareholder-friendliness. The Eulogy McDonald’s (NYSE:MCD) investors have long enjoyed tremendous returns, thanks to billions and billions of burgers served …
Originally published on Seeking Alpha Summary Generic drug makers have significant upside potential. TARO is an unheralded hidden gem. Taro Pharmaceuticals Industries Ltd’s consistent high growth of revenues and earnings, while trading at a cheap price, is a powerful investment combination. Setting the Stage If you spend any time in the healthcare equities arena then you have undoubtedly heard of …
Time to Sell or Time to Buy? Wise shoppers know that the very best time to get good deals on your favorite items is during the unexpected “blue light specials” (or equivalent) that many retailers offer. The stock market acts in similar fashion… Don’t let short term market drops and intense volatility turn you into a short-term, fear-driven trader! Instead, …
