Vegan Investing & Growth Portfolio Blog
Shifting to Neutral
Discipline trumps conviction and despite whatever I may think that the risk isn't large at this point our market models are flashing no better than neutral at this point with some at an outright sell. For the past month profits have come with the ease of fighting an...
The 9 month cycle arrives right on time
U.S. Equity markets have been in a correction mode for better part of 6 weeks and this coincides with the 9 month cycle lows. Its been said that market cycles are more of an art than science but I've followed many of them for years and have come to the conclusion...
Opentext to buy Easylink Inc.
Within the past week we had just begun accumulating shares of Easylink Inc. symbol ESIC. Our cost was in the $5.90 to $6.10 per share range. I regret that only a handful of accounts were able to buy the shares as this morning Easylink has announced it will be...
The similarities: Moneyball and investing
It was a cold and snowy day yesterday which isn't uncommon this time of year in the Rockies, actually many of the heaviest snowfalls of the year occur in April. But last night I was able to see Moneyball which is movie starring Brad Pitt and based on the experiences...
1Q 2012 portfolio returns
First quarter 2012 returns are in as follows: While the S&P 500 returned 12.6% (total return) RMHI Growth accounts returned 18.31% RMHI Moderate Growth returned 16.76% RMHI returns are net of all fee's and expenses. Quick comment: While I'm very pleased with these...
John B. Sanfilippo JBSS
Just when you think the American Factory Food industry can't get any worse: Arsenic in our chicken NY Times Speaking of food and the opening day of baseball one of our largest holdings is a food stock: John B. Sanfilippo and Son symbol JBSS. JBSS sells raw and...
Rocky Mountain Humane Investing.
For over 25 years, Rocky Mountain Humane Investing has been providing clients with cruelty-free, socially responsible investment management.