BY KENT SHAW, Portfolio Manager Volatility in the stock market and the often associated news stories that sound increasingly gloomy can be unnerving. Our aim is to reduce our clients’ need to consume such information so they can be freed … Read More
BY KENT SHAW, CFA In our prior posts on acquisitions, we looked at roll-ups and pre-paid R&D. For our final installment of the series we will review what I describe as a “Hub and Spoke” acquisition. This is somewhat similar … Read More
BY KENT SHAW, CFA In our last blog post on acquisitions, we reviewed what is often referred to as a “roll-up”. Roll-ups occur in many different types of industries and occur when a larger company acquires smaller companies with a … Read More
BY KENT SHAW, CFA In the later stages of a bull market, acquisitions tend to increase in size and number. Many companies are more profitable as the economy has been growing for several years and they are flush with cash … Read More
BY KENT SHAW, CFA In 1952, Patti Page sang How Much is That Doggie in the Window? The song later rushed up the Billboard music charts to number one in 1953. Clearly, those were wild times. The title of this … Read More
BY KENT SHAW, CFA Here’s an interesting topic for everyone: diversity and crowd sourcing. Diversity is a word often thrown about in terms of public policy and the need for representation from various ethnic and other groups in society. While … Read More
BY KENT SHAW, CFA Gold has been used as a unit of value and for commerce for centuries. Since the days of the rampant inflation in the 1970’s, whenever inflation is discussed, the idea of gold as an investment becomes … Read More
BY KENT SHAW, CFA For office workers, and even those that spend less time in an office setting, email can be a blessing and a curse. In the last few years, it seems more of a curse. A research study … Read More
BY KENT SHAW, CFA For most of us, it’s been a long time since we were in a math class and if we ever learned anything about probability we forgot it all once the final exam was turned in to … Read More
BY KENT SHAW, CFA While we spend our professional time thinking about investments for your portfolios at MONTAG, portfolio managers are people too, and we look forward to spending time with our families like anyone else. Indeed, summer is upon … Read More