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Thoughts From The Bow

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August 19, 2010 - Looks Like A Winner!

The other day, I released a piece titled, "The Good Ole Days".  As part of the commentary, I discussed the idea that in light of the type of market we are experiencing today, a key to successful investing will be the continual process of dollar-cost-averaging into good companies we want to own over time.

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August 16, 2010 "The Good Ole Days"

“Bull-markets are born on pessimism, grow on skepticism, mature on optimism and die on euphoria.”

        - Sir John Templeton

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July 20, 2010 "A Crisis in Confidence?"

“I am no longer an advocate of elaborate techniques of security analysis in order to find superior value opportunities.”

- Benjamin Graham

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June 16, 2010 "The Gambler"

 

“Most of the time common stocks are subject to irrational and excessive price fluctuations in both directions as the consequence of the ingrained tendency of most people to speculate or gamble…to give way to hope, fear and greed.”               Benjamin Graham
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May 6, 2010 "Tough Market Update"

"Tough times are there so you can have a good time later on--and really appreciate it!"
Source: Unknown

I as write this update, the S&P 500 is now down 1.44% today and in just two weeks is down almost 5.80% from our April highs.

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April 14, 2010 "Enough's Enough"

One of my favorite Warren Buffett quotes is, “Wide diversification is only required when investors do not understand what they are doing.”
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March 16, 2010 "The Fix Is In"

The phrase “the fix is in,” comes from the world of gambling. This means of course, that, there is always the opportunity and danger of a “fix” on an outcome, or in other words, the outcome has been established in advance.

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February 9, 2010 "It’s About Time"

Well…..as the title says, it’s about time. Time for what, you ask? Time for the long-awaited correction I have been projecting and waiting for.

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