top of page

Investment Research

Surviving The Bear Market: What Is The Intrinsic Value of Your Investments
In the previous article, we discussed the first task for investors to complete to survive under a bear market: identifying high-quality...
Jul 26, 2022


Surviving The Bear Market
All four major index funds have suffered significant losses since 2022. The Russell 2000 Index has dropped 33.2% from its all-time high,...
Jul 8, 2022

Don't Sell In May and Go Away: Why You Should ONLY Think Long Term About Your Investments
“People who succeed in the stock market also accept periodic losses, setbacks, and unexpected occurrences. Calamitous drops do not scare...
Jun 1, 2022


Historic Opportunity in the Housing Sector?
“Lack of resale inventory combined with strong consumer demand continues to boost single-family home building.” - Chuck Fowke, National...
Apr 11, 2022


Protect Yourself With These Inflation-Safe Investments
"The single-most important decision in evaluating a business is pricing power. If you've got the power to raise prices without losing...
Apr 5, 2022


Russia-Ukraine Conflict is NOT the End-Game for Stocks: Why You Should Ignore Macro
"We don't prognosticate macroeconomic factors, we're looking at our companies from a bottom-up perspective on their long-run prospects of...
Mar 24, 2022


The New Bubble
"If you're in the market, you have to know there's going to be declines." - Peter Lynch Since 1950, the S&P 500 index, which tracks the...
Mar 14, 2022


Survive Market Turbulence: All Intelligent Investing Is Value Investing
Since the start of the new year, uncertainty and fear from various external factors have sparked a market correction and a rotation of...
Mar 7, 2022
bottom of page