JJ Abodeeley says we are likely embarking on an era where high quality stocks will significantly outperform low quality stocks as we work our way through what will be the third, and perhaps final, painful market decline of the secular bear market and continue that outperformance as the seedlings of the new secular bull...
Read More »
What ultimately determines stock returns? Is it earnings? No. It is dividends, even for companies that presently pay none. Today we discuss why dividends are the key to long term returns, even when we discuss growth stocks that pay little or no dividend.
Read More »
There are a few people who I consider must reading in investing. Jeremy Grantham and James Montier are two of them, and now that Jeremy has hired James they are both at the same firm...
Read More »
Occasionally you read something that makes you go “WOW!” Jeremy Grantham in at least half of his Quarterly Letters comes close. The other half of the time he definitely scores. Another person who generally has the same effect, and like Jeremy was a true hero to clients who really listened over the last decade,...
Read More »
If you are interested in joining our mailing list, please submit your email below.
