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 Weekly Video
May 2013
5/13/2013Comments on Market Corrections
5/6/2013Profits! Not the Prophets of Doom.
April 2013
4/8/2013Why Investors Are Playing It Safe
March 2013
3/18/2013Attention Shareholders
3/4/2013Perspective on Market Patterns
February 2013
2/12/2013Earnings Still Advancing. Valuations Still Attractive.
2/4/2013The Equity Story: Still a Good Read
January 2013
1/18/2013A Happy New Year!
December 2012
12/11/2012Being Paid for Taking Risk
November 2012
11/21/2012Corrections, Evaluations and Washington
11/7/2012Expect More (or Less) of the Same
11/2/2012Analysis of October Earnings Reports
October 2012
10/17/2012Who's Buying and Who's Not
10/10/2012A Closer Look at October Market Activity
September 2012
9/27/2012Reallocating Back Into the Market
9/17/2012Still In a Bull Market Cycle
9/7/2012Perspective on the Numbers
9/4/20123 In A Row
August 2012
8/27/2012How Investors are Investing
8/20/2012Investors Continue to Chase Yield
8/14/2012Getting on Board
July 2012
7/24/2012Companies Are Keeping Their Cool
7/16/2012On the Cusp of 2nd Quarter Results
7/10/2012Earnings: Still Growing
June 2012
6/25/2012Economic Data and Earnings Outlook
6/19/2012Earnings and Opportunities
6/11/2012Why Cash is Still King
May 2012
5/29/2012Investors Have to Make a Decision
5/9/2012The 6.1 Percent Solution
April 2012
4/30/2012The Markets Fight Through the Headlines
4/16/2012The Question of Recession
4/2/2012A Preview of the 2nd Quarter
March 2012
3/5/2012Questions on China
February 2012
2/28/2012Answers to Investors' Questions
2/17/2012Watching Investor Activity
2/6/2012Strategic Insight Into Valuations
January 2012
1/25/2012Globalization is Not Dead
1/18/2012Putting Capital to Work
1/10/2012A Look at Sectors in 2012
December 2011
12/22/2011Evaluation, Risk and 2012
12/13/20114th Quarter Review and a Look at 2012
12/5/2011Up Twelve Percent
November 2011
11/7/2011Focus on Financials
11/3/2011One Word: Earnings!
October 2011
10/24/2011Best Recession Ever
10/11/2011Perspective on the 3rd Quarter
10/3/2011Come in off the Ledge
September 2011
9/21/2011The Market Responds to The Twist
9/8/2011It's Time to Go Shopping
9/2/2011Every Picture Tells a Story
August 2011
8/25/2011Smart Money Sees Opportunity
8/18/2011Risk Adjusted Returns
8/8/2011The Big Compression
8/2/2011Step Back from the Panic Button
July 2011
7/26/201188 Percent
7/18/2011Gearing Up
7/7/2011The Tide is Turning
June 2011
6/27/2011An Earnings Preview and a Happy July 4th
6/22/2011The Geeks NOT the Greeks!
6/8/2011Markets, Government and Investment Opportunity
May 2011
5/31/2011Then Came the Last Days of May
5/11/2011Twenty Percent
5/2/2011Rising Expectations and Strong Evaluations
April 2011
4/25/2011Beating the Estimates
4/18/2011April Market Outlook
4/5/2011What's That Noise?
March 2011
3/21/2011Strong Data Bodes Well
3/15/2011A Correction and A Perspective
3/3/2011At Your Service
February 2011
2/8/2011Capital Access
January 2011
1/31/2011The January Effect
1/20/2011Market Issues and Globalization
1/5/2011Off to a Good Start
December 2010
12/23/2010Finishing Strong
12/16/2010Seasonal Greetings
November 2010
11/22/2010Two Looming Issues
11/15/2010Earnings, Evaluations and Capital Costs
11/9/2010Eyes on Tax Policy
11/1/2010Questions That Will Be Answered Soon
October 2010
10/25/2010Climbing the Wall of Worry
10/18/2010Earnings Continue to Roll In
10/7/2010A Sneak Preview
September 2010
9/28/2010Break on Through to the Other Side
9/10/2010Knowns and Unknowns
August 2010
8/26/2010A Good Omen
8/17/2010Walking a Tight Rope
8/12/2010Cisco ... Still a Friend of Mine
July 2010
7/22/2010The Advance in Earnings
7/19/2010Put Your Blinders On
7/6/2010Someone Has to Buy These Stocks
June 2010
6/15/2010Turn Those Caps Around
6/7/2010Fear Could Be Your Friend
May 2010
5/28/2010Relax
5/17/2010Correction's Over Most Likely
5/10/2010Enjoy the Ride
5/3/2010So There!
April 2010
4/26/2010A 46 Percent Solution
4/19/2010Can't Keep a Good Market Down
4/13/2010Producing More and Buying More
March 2010
3/22/2010What's Next
3/17/2010A Look at Market Conditions
3/5/2010The Train Kept a Rolling
February 2010
2/24/2010Concerns and Expectations
2/12/2010Breaking Down the Correction
2/8/2010Factors Moving the Market
2/2/2010A Half Time Report
January 2010
1/22/2010Digesting Economic Activity
1/15/2010A Bullish Outlook for 2010
1/11/2010Stability ... Recovery ... Growth
1/4/2010And They're Off!
December 2009
12/22/2009Item One on the Wish List
12/15/2009Yearnings for Earnings
12/7/2009Allocating Capital
November 2009
11/23/2009Much To Be Thankful For
11/16/2009Earnings Up ... Stocks Up!
11/3/2009Catch Me Now, I'm Falling
October 2009
10/29/2009Cash for Pop Tarts?
10/19/2009Fly Like an Eagle
10/15/2009We're Bad, We're World Wide
10/5/2009Anticipation
September 2009
9/30/2009A Look at the 4th Quarter
9/21/2009Give Me Three Steps
9/14/2009Please Don't Let Me Be Misunderstood
August 2009
8/31/2009A Look into September
8/25/2009Rising ROI and Health Care Stocks on the Launch Pad
8/19/2009The Dog Days of Summer
8/10/2009The Big Boys Have Come Out to Play
8/6/2009Feeling Left Out?
July 2009
7/27/2009Higher Ground
7/16/2009Feelin' Stronger Everyday
7/6/2009Capital is Still on Strike
June 2009
6/29/2009The Waiting is the Hardest Part
6/23/2009The Good. The Bad. And the Ugly.
6/15/2009Too far, too fast? Not so fast
6/8/2009Head Winds
6/1/2009Mother of All Rebalancing
May 2009
5/28/2009A Call for Allocation
5/18/2009Rolling Down the River
5/11/2009The Pause that Refreshes
5/1/2009Money in Motion
April 2009
4/27/2009The Prospects of Return on Capital
4/14/2009Surprise! Companies Beating Expectations
4/6/2009Go With The Flow
March 2009
3/23/2009A 20% Solution
3/12/2009Plop Plop Fizz Fizz
3/2/2009The Perfect Storm
February 2009
2/23/2009Update and Opportunities
2/9/2009Back in the Saddle
January 2009
1/22/2009Tech Stocks ... Follow the Leader
1/13/2009Investment Allocations for 2009
1/5/2009Big Block Buyers are Back
December 2008
12/22/2008Bob's Christmas Wish: Lower Credit Spreads
November 2008
11/26/2008Talking Turkey
11/17/2008Market Headwinds
11/10/2008Perspective on Capital
11/5/2008A Look Ahead
October 2008
10/29/2008Reallocation
10/22/2008Allocation and Opportunity
10/14/2008Maintaining Discipline
10/6/2008Don't Fight the Fed
September 2008
9/25/2008The Cost
9/15/2008Close to the Edge
9/2/2008Slow Ride
August 2008
8/25/2008Opportunities
8/18/2008Stocks on the Run
8/12/2008Smoke on the Water
8/4/2008Don't Fear the Reaper
July 2008
7/28/2008Generating Returns from Capital
7/21/2008Q2 Earnings Blowout
7/14/2008Earnings and the Economy
7/7/2008Dealing with Expectations
June 2008
6/30/2008Denominator Issues
6/19/2008Watching the Underlying Fundamentals
6/11/2008Discount Rate Issues
May 2008
5/27/2008Estimates Hold Strong
5/19/2008Breaking On Through
5/13/2008Onward and Upward
April 2008
4/25/2008Market Update
4/21/2008Early Returns Are In
4/8/2008Tis the Season
March 2008
3/17/2008Monday Outlook
3/3/2008Updates and Opportunities
February 2008
2/27/2008Valuations and the Market
2/11/2008Encouraging Reports
2/6/2008Maintaining Earnings Power
January 2008
1/28/2008Earnings and Expectations
1/23/2008Keep Perspective
1/14/2008Addressing Market Concern
1/7/2008January 2008 Update
December 2007
12/11/2007The Fed Decision
12/3/2007Equity Evaluations
November 2007
11/26/2007Look to the Fundamentals
11/20/2007Remember: It's All About Earnings!
11/5/2007Valuations and Opportunity
October 2007
10/29/2007Market News
10/16/2007A Look at Economic Data
10/1/2007Earnings is the Story!
September 2007
9/26/2007This Week's Economic Activity
9/17/2007Show Me the Earnings!
9/10/2007September Economic Data
9/6/2007The Profit's Picture in September
August 2007
8/27/2007Earnings & Profits
8/20/2007The Cost of Capital
8/13/2007Return on Capital
8/6/2007Today's Valuations
July 2007
7/30/2007Earnings' Estimates Still Strong
7/23/2007A Look at the Near Future
7/17/2007Reasons for Strength
7/9/2007Earning Season
June 2007
6/18/2007Strong Corporate Fundamentals
6/11/2007Still Going Strong
May 2007
5/29/2007The Cyclical Side
5/21/2007Solid Company Cash Flows
5/7/2007This Ain't No Bubble
April 2007
4/30/2007Solid Performance
4/23/2007Earnings set the pace!
4/16/2007Sector Watch and the Economy
4/9/2007Watch for Returns
4/2/2007Are Stocks Undervalued?
March 2007
3/26/2007A Solid Market
3/19/2007Industrial Strength
3/5/2007The Early March Correction
February 2007
2/26/2007Economically Sensitive Areas
2/12/2007Solid Reporting
January 2007
1/30/2007Jobs and Profits
1/22/2007Don't Rush to Judge
1/16/2007Perception and Reality
1/8/2007Introduction to 2007
December 2006
12/13/20062006 and 2007
12/4/2006Corporate Profits
November 2006
11/20/2006It's All about Earnings!
11/6/2006Values and Vulnerabilities
October 2006
10/30/2006The Strength of the Economy
10/23/2006Solid Earnings Reports
10/16/2006Investment Styles
10/9/2006Earnings Outlook
10/4/2006An Undervalued Market
September 2006
9/26/2006Opportunities in the Market
 
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