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Are You Outta Your Clickin’ Mind?!
By Kent Shaw on August 16, 201808Read moreBY KENT SHAW, CFA YOUR COMPUTER DESKTOP: Less is more We often write about topics central to finance, investing,...
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On the Road Again
By Kent Shaw on June 14, 2018Read moreBY KENT SHAW, CFA While we spend our professional time thinking about investments for your portfolios at MONTAG, portfolio...
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MARKET UPDATE
By Kent Shaw on May 2, 2018Read moreKent Shaw, a portfolio manager at MONTAG, recently shared his views on the current market. BY KENT SHAW, CFA...
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What Is “Cheap” and How Do You Know? Part 3
By Kent Shaw on April 19, 2018Read moreBY KENT SHAW, CFA Listening to the market using Implied Revenue Growth Introduction In two prior posts, we reviewed...
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MARKET UPDATE
By Kent Shaw on March 2, 2018Read moreBY KENT SHAW, CFA After a nice rebound in the market in the middle of February we have experienced...
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MARKET UPDATE
By Kent Shaw on February 7, 2018Read moreBY KENT SHAW, CFA Is the recent stock market activity unusual? The last few days have seen a dramatic...
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The Bank of APPLE
By Kent Shaw on October 23, 2017Read moreBY KENT SHAW, CFA Large successful companies have opportunities that smaller companies do not. A lengthy period of success...
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The Benefits of Fishing in Several Ponds
By Kent Shaw on April 10, 2017Read moreBY KENT SHAW, CFA Spreading investments across multiple types of assets can mute the benefit of any single asset...
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What is “Cheap” and How Do You Know? Part 2
By Kent Shaw on March 27, 2017Read moreBY KENT SHAW, CFA The P/B Ratio – Additional Distortions In our prior post, we discussed how share...
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How Much is that Colonoscopy in the Window?
By Kent Shaw on January 18, 2017Read moreBY KENT SHAW, CFA In 1952, Patti Page sang How Much is That Doggie in the Window? The song...
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