Vegan Investing & Growth Portfolio Blog
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 there is no...
Small and Micro Caps: A glimmer of hope?
Small and Micro Caps led this market down but taking a quick glance it appears they are pausing. Too soon to know if they'll hold here but its the first sign of stability and makes some degree of sense. No positions in IWC
Sentiment moving to extremes
This morning's early morning flushout is helping to push sentiment to negative extremes which is necessary for short term stabilization for the equity markets. Our very high cash levels will help us to keep our emotions in check but the fear of an out of control...
10/14 update
Show me an investment manager with strong convictions and I'll show you a manager with spotty returns. Flexibility is a key attribute if we're seeking to avoid major downdrafts because markets are continually evolving. Even using highly effective quantitative...
How do you know when its over?
One of my all time favorite movies is Gosford Park which is a complex murder mystery set in a grand manor house in Britain in between the first and second world wars. The movie was scripted by Julian Fellows and directed by Robert Altman and laid the foundation for...
Rocky Mountain Humane Investing.
For over 25 years, Rocky Mountain Humane Investing has been providing clients with cruelty-free, socially responsible investment management.