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The First Investment

Since the launch of the Independent Value (IV) Portfolio on 24 October 2013, common stocks have returned approximately 2% – 5% over the near-six month period to today, as measured by my preferred benchmarks of the Euro Stoxx 600 (+1.9%) and the S&P 500 (+5.0% ).  By contrast, the IV Portfolio has generated a nil … Continue reading

Weight Watchers International– Is the Fat Lady singing?

Ick investing means taking a special analytical interest in stocks that inspire a first reaction of “ick.” I tend to become interested in stocks that by their very names or circumstances inspire unwillingness – and an “ick” accompanied by a wrinkle of the nose on the part of most investors to delve any further. Dr. … Continue reading