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Lining Up the Shot(s)

BY RANDY LOVING, CFA   As the world’s greatest race to develop a vaccine for coronavirus is entering its final phase, we are starting to see preparations for distributing the vaccine. Near the end of August the Centers for Disease … Read More

The Pandemic Pivot

BY RANDY LOVING, CFA Imagine the potential rebound if we get a vaccine… Large companies wasted no time in reacting to the Coronavirus pandemic. Some companies – Amazon and PayPal for example – did not have to change a thing … Read More

The World’s Greatest Race

BY CHRIS GUINTHER   The race to develop a Covid-19 vaccine is on… and we are optimistic about a solution within a year. With more than 6 million confirmed Covid-19 cases worldwide and the number increasing daily, the race for … Read More

A Global Crisis “Unlike any Other”

BY THOMAS FRISBIE, CFA Every April, this writer looks forward to the playing of the Masters golf tournament—the perfectly maintained golf course, the perfect gallery behavior, the perfect azaleas in bloom and the nearly perfect golf. CBS advertises the event several … Read More

CORONAVIRUS, IN PLAIN ENGLISH

BY THOMAS FRISBIE, CFA For the sake of speed and efficiency, this blog post is available to clients and other people we consider interested in our work.  Therefore, the comments within or additional thoughts might have already been shared or … Read More

Opportunity among the Invisibles?

BY BRENDAN WAGNER, Portfolio Manager Well, it had been my intention to look into the crowding at the top of the S&P500, and whether there might be better opportunities among the “invisible” smaller weights.  Among the reasons, maybe the less-crowded … Read More

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