Vegan Investing & Growth Portfolio Blog
Wednesday musings
Yesterdays rally confirmed our more constructive intermediate term outlook as the S&P 500 pushed above the 200 day moving average on a 90% up day. We have not seen a cluster of 90% up days since 2009 during the strongest points of the rally. Bears will comment...
Holding Update: RCMT
This will sound like a post straight out of the 80's: One of our recent new purchases for clients was RCM Technologies symbol RCMT which shortly after our purchase became the target of a hostile takeover by CDI Group. My initial attraction to RCM (which is a service...
Back to life
This blog has been relatively inactive for the past two months as I try to determine its future. From my perspective there is and has been a great deal of hyperbole regarding "green" stocks that fundamentals such as valuation and balance sheet strength are essentially...
Second Quarter Client Letter
And The Beat Goes On….and On…………………and On In January I wrote to you with the basic premise that 2010 would be a year of positive but modest returns. But an unexpected phenomenon occurred in the US that may throw a wrench into expectations for a peak in prices...
Preparing to play defense
It has been a while since our last post when we opted for a bullish stance based on the rapid improvement in our sentiment models. Those very same model along with our proprietary valuation model are rapidly moving to the same position they were in mid January, not...
On that note
A few hours ago I sold off our Bearish ETF's which were our portfolio hedges for either a very small loss or no gain. Accounts preserved their value in the decline and now my best guess is that we could rally into the month of March. The decline of the last month...
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