The Big Three — Apple (AAPL), Priceline.com (PCLN) and Baidu.com (BIDU) — pushed the Growth Portfolio up 31% in Q1.
SCXI Buys CHSI, I’ll Continue to Hold the Stock
April 18, 2012 By
SXC Health Solutions (SXCI) announced a merger with Catalyst Health Solutions (CHSI), sending shares of CHSI soaring to $83. I bought CHSI for clients on 5/4/04 at $14.
The Hidden Costs of Mutual Funds
March 24, 2012 By
Mutual fund investors are paying behind the scenes more than they might think. American funds charge 1.53% plus broker commisions of 1%, annually. British funds charge even more.
Sharek’s 2011 Review
January 17, 2012 By
2011 started strong, ended weak, and left us with portfolios up-slightly on the year holding stocks that should perk up in 2012.
Sharek’s Take — 2011 Q3
November 15, 2011 By
Stocks are ready to go higher. We just have to get past the European financial crisis and we’ll be ready to roll. Stocks go into the 4th cheap, oversold, and ready to rally. 2013 will be the year P/Es expand.
We work on a fee basis managing stock portfolios for people, including IRAs.
