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Gas Prices Rise, Will Consumer Spending Fall?

Gas Prices Rise, Will Consumer Spending Fall?
First the good news...Corporate earnings have been good to great and manufacturing output remains healthy; The PMI has remained well north of 50, reflective of an expansionary manufacturing economy, for 18 consecutive months through January 2011. In fact the PMI hit 61 in January, its highest level since May 2004. Our portfolio, being largely manufacturing centric, is experiencing stronger revenues… read more →

Adding Value Critical As “Cigar Butts” Turn To Ash

Adding Value Critical As “Cigar Butts” Turn To Ash
I have been reading the fascinating and informative Warren Buffett biography, “Snowball”, which does a wonderful job of profiling his career and investment approach.  The book recounts Buffett spending countless hours pouring through Standards & Poor’s  financial reports in the early 1960s trolling for ignored, undervalued companies (“unloved cigar butts”) trading at discounts to book value and, in some cases,… read more →

Wellness Programs And Increased Earnings

Wellness Programs And Increased Earnings
       With health care costs soaring (rapidly approaching 20% of the nations GDP) and businesses seeking ways to become more profitable, every CEO is desirous of lowering health care costs, pharmaceutical claims and short and long-term disability claims.  There are numerous strategies to lower health care costs ranging from the unpopular reduction in coverage amounts to asking employees to pay… read more →