• Notes from the North: May 2015

    Posted:

    Interest rates and oil prices are the two main topics today.

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  • Notes from the North: April 2015

    Posted:

    Some concise thoughts on our continued search for well-managed companies.

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  • Notes from the North: March 2015

    Posted:

    A strong dollar is a good thing, but it is better for travelling to Europe than it is for corporate earnings.

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  • Notes from the North: February 2015

    Posted:

    With our roots in value investing, we’re always interested in things that get sold off. This month’s commentary explores whether European markets and oil stocks have become “cheap enough” to be of interest.

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  • Notes from the North: January 2015

    Posted:

    Consensus estimates about the direction of U.S. stocks in 2015 varies wildly. While taking the opinion of Wall Street gurus into consideration, we continue to search for the best long-term risk/reward situations that we can find.

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  • Notes from the North: December 2014

    Posted:

    Investors continue to move money into the U.S. where the dollar has been rising in value and moderate growth is again projected for 2015. U.S. stocks are historically overvalued, but valuations could stay on the high side if inflation and interest rates stay low. The biggest cause for near-term uncertainty is the drop in oil.

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  • Notes from the North: November 2014

    Posted:

    Since we wrote you last month, the market has rebounded with most indexes hitting new highs. The rebound can partially be attributed to good third quarter earnings results. In this month’s newsletter, we also discuss the dramatic drop in oil prices.

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  • Notes from the North: October 2014

    Posted:

    The latest stock market activity has provided a reminder that stocks do not always go up in a straight line. In light of volatility returning to the markets, we offer some pullback perspective in this month’s newsletter.

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  • Notes from the North: September 2014

    Posted:

    At current levels, many analysts feel that the U.S. stock market is no longer a bargain. Foreign investors seem to think otherwise since valuation is only one step in the investment process.

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  • Notes from the North: August 2014

    Posted:

    In this month’s Notes from the North, we touch upon our return expectations for stocks and bonds over the next decade. While lower than historical returns, the conservative stocks we currently own should be worthwhile holdings over the next decade.

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