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Blog Archives
Yearly Archives: 2011
Laidlaw Group Recognized as Lipper Best Money Manager
Lipper Marketplace, an investment consulting company, recently recognized Laidlaw Group’s Large Cap Core strategy as a Top Performer in the Lipper MarketPlace Best Money Managers universe. Laidlaw Group’s Large Cap Strategy placed in the top 40 rankings for the past … Continue reading
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Over-valued Satellite and Inexpensive Core
Most advisors manage their funds using what is a called a “Core/Satellite” approach in industry jargon. This investment process involves investing the bulk of a client’s assets in traditional assets such as blue chip domestic stocks, large cap foreign … Continue reading
Posted in Investment Management
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Balancing Risk/Reward, Current Income
Managing any portfolio, especially taxable accounts with low cost basis positions, requires a delicate balancing of the following factors: risk, reward, current income and realized capital gains. The most direct relationship of these factors is between risk and reward. … Continue reading
Posted in Investment Management
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Playing Defense: O’Reilly Automotive
We recently purchased O’Reilly Automotive (ORLY) for many client accounts. ORLY operates auto parts stores in the Unites States supplying do-it-yourself customers and professional mechanics and service technicians with automotive aftermarket parts. ORLY has stores throughout the U.S. except … Continue reading
Posted in Security Analysis
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Greece’s Obese Tail- Follow-up
In July we posted commentary on Greece’s debt problems. We hypothesized that Greece (and Ireland and Portugal) could repay about half their debt. Including the 3 countries in the calculation, a 50% loss would wipe out $200 billion in assets. This … Continue reading →