Investing in Everyone's Future.

Predicting business cycle peaks

Like so many other investment firms we had to endure the market decline in 2008 but being an independent firm we have the freedom to also say “never again”.   We’ve reached a point in our lives and stomach lining that there had to be precedents...

Solar Yield Co’s

We haven’t touched anything solar or alternative energy since last Summer when the early signs of Euro weakness occurred.   Since that time a new crop of domestic solar utilities have been developed that in structure are much like REIT’s and MLP’s...

Scout22.com

Thanks in advance to at Scout22.com for supporting our beliefs and for the impending website overhaul.  If you have a Veg oriented business or website you really should give them strong consideration.

Proudly named “Five Companies That Are Changing The World”

Five Companies That Are Changing The World There’s no question that the concept of cruelty-free is making it into the mainstream. Plant-based products are lining the shelves at big-box retailers, hitting the major morning shows and popping into recipes. Vegan living...

9 stocks we presently like

New article we’ve published on SeekingAlpha.com “9 Stocks We Like For The Potential End-Of-The-Year Small-Cap...

Au Revoir Planar Systems

Approximately a month ago we began to purchase of electronic display manufacturer Planar Systems (PLNR) for client accounts and for Collective2 portfolios OP III and OP IV. Most of our purchase prices were in the mid $3’s (OP IV was $3.37 and OP III was $3.33)....

10/30 client update

As I’ve mentioned in an earlier post: Show me a portfolio manager with strong convictions and I’ll show you a manager with a spotty record. We are always very cautious when it comes to hedging our managed portfolios with inverse exchange traded funds when...