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
BY KENT SHAW, CFA For the past several years, many in the financial press have been stating, in one way or another, that “value” investing is not working and this market is all about “growth.” From one perspective, they … Read More
BY KENT SHAW, CFA YOUR COMPUTER DESKTOP: Less is more We often write about topics central to finance, investing, and the economy but this week we would like to share some random thoughts that might make your life easier. Especially … 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
Kent Shaw, a portfolio manager at MONTAG, recently shared his views on the current market. BY KENT SHAW, CFA Waiting is the hardest part The correction seems to be taking longer than expected but compared to the corrections in … Read More
BY KENT SHAW, CFA Listening to the market using Implied Revenue Growth Introduction In two prior posts, we reviewed several methods for valuing stocks and discussed the strengths and weaknesses of each one of those methods. We investigated the price-to-earnings … Read More
BY KENT SHAW, CFA After a nice rebound in the market in the middle of February we have experienced three consecutive daily drops in the S&P 500 Index of 1% or more. During 2017, such declines were very rare but … Read More
Kent Shaw, a portfolio manager at MONTAG, recently shared his views on the current market. BY KENT SHAW, CFA Waiting is the hardest part The correction seems to be taking longer than expected but compared to the corrections in … Read More
BY KENT SHAW, CFA Large successful companies have opportunities that smaller companies do not. A lengthy period of success raises the stature of a company within the capital markets and often within society. Such elevation can be exploited in a … Read More
BY KENT SHAW, CFA Spreading investments across multiple types of assets can mute the benefit of any single asset but it can also increase the probability of owning something that is producing attractive returns in a particular period. In the … Read More