One of our best calls in 2013: http://finance.yahoo.com/blogs/big-data-download/home-depot-boosting-earnings-without-stores-153407840.html. We did a “Big Data Download” segment with Courtney Reagan and Aaron…
In brief, it was a good year for client accounts in 2013, both in terms of relative and absolute returns.…
Each year, we take time to try and thank those people, either personal or professional, that have helped me become…
We’ll be out with our 2014 thoughts later this week, although we think 2014 could be another decent year for…
Being big fans of how SP 500 sector earnings growth estimates change over time, particularly as the estimates trend versus…