Blog
Peloton Client Communication: A Timeline
For Peloton clients and friends eagerly anticipating the next installment our quarterly newsletter, the Peloton Position (surely everyone is!), the wait is almost over. Our development of multiple client communication tools (including this blog) allowed us to rethink...
2010 Q4 White Paper
KEY ELEMENTS OF OUR INVESTMENT APPROACH / An Investor’s Guide to Management Fees Investors face many choices when selecting an investment advisor. The variety of advisory compensation arrangements is nearly as broad as the breadth of service offerings, making the...
Hewlett-Packard (HPQ): CEO Hurd Out
Friday, Hewlett Packard announced the suddend and unexpected (forced) resignation of five-year CEO, Mark Hurd. H-P's stock fell on the news due to the near-term leadership uncertainties. Under Hurd's five years of stewardship at H-P, the company performed extremely...
Transocean Offshore (RIG): A Calculated Risk
The tragedy in the Gulf has decimated the stocks of the companies involved. Cumulatively, the three main players – BP, Transocean Offshore, and Halliburton – have lost $125 billion in market value since the Deepwater Horizon explosion. BP and RIG have each been...
Quality Not Quantity: Jobs Number Disappoints
Today, the Labor Department reported that the economy added 431,000 new jobs in May, exceeding the 290,000 jobs gained in April - apparent affirmation that the domestic recovery is building momentum. Hold the phone, however, because virtually all (411,000) of those...