Vegan Investing & Growth Portfolio Blog
Remaining positive on high yield and equity allocation
Yield on high yield debt rose in the month of May the most since February 2009 while Investment Grade debt was little changed. High Yield is now back above 10% which accounts for a spread of approximately 7% versus medium term treasuries. However, attractive yield...
Solar stocks bounce……for now at least.
Over the past few months we've spent a fair amount of time determining what value this blog could add to its readers. We've essentially boiled down our conclusions to the point where we could identify with many outstanding financial blogs that espoused old school...
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...
Rocky Mountain Humane Investing.
For over 25 years, Rocky Mountain Humane Investing has been providing clients with cruelty-free, socially responsible investment management.