As originally posted at SeekingAlpha.com UFP Technologies, Inc. (UFPT) 08.26.13 Current Price: $21.17 Fair Value: $25 Recommendation: BUY Why UFPT? • Best management team in the business • Great research and engineering team • Manufacturing consolidation will expand margins • Medical market is now the largest and fastest growing • Working off a large, older contract,...Read More
Is it risky to have most of my investments with one mutual fund company? It depends! One mistake we have seen investors make in the past is to assume that because they have a couple of different mutual funds they are diversified. This may not be the case, which is why it’s important to know...Read More
What is the difference between absolute and relative return? We often hear people talk about investment performance. You can consider the performance of your mutual fund in two basic ways: absolute and relative performance. One isn’t necessarily better than the other, but you must know when you should use one instead of the other. Absolute...Read More
What is a long-short mutual fund? A traditional mutual fund is an open-ended investment vehicle that owns a basket of stocks or bonds that the adviser believes may be undervalued and will appreciate in value. Long-short mutual funds deviate from traditional long-only mutual funds by also shorting a basket of stocks that the adviser believes...Read More
What do different mutual fund classes mean? Many different types of mutual fund classes are available to choose from. Having so many stems from the broker’s compensation and a less sinister means of matching fees with an investor’s time horizons. The basic fund share classes are discussed below and also included is the one most...Read More
2nd Quarter-2013 Review & Outlook The second quarter of 2013 turned out to be relatively flat with stocks up about 2.9%, largely offset by a 2.3% decline in bonds. For the quarter, large-cap stocks rose about 3% while smaller company stocks fared slightly better. International stocks didn’t participate in the quarter and lost about 1%. ...Read More
“Come gather ’round people Wherever you roam And admit that the waters Around you have grown And accept it that soon You’ll be drenched to the bone If your time to you Is worth savin’ Then you better start swimmin’ Or you’ll sink like a stone For the times they are a-changin’.” These lyrics, by...Read More
SOME STRATEGIES TO EASE ‘EQUITY ANXIETY’ I have a good friend who lives in Great Britain who is also a financial adviser. I was speaking with him several weeks ago and asked how his business was doing. “Ever since the FTSE [the British equivalent of the Dow Jones Industrial Average] went over 4,000, business has...Read More
By: Ron and Steven Rogé It was a very good quarter for our portfolios. Investors brushed aside worries about Europe’s recession, China’s slowdown, and political stagnation to bid-up the price of stocks and high yield bonds. Having positions in stocks was well rewarded. The S&P 500 increased 11% while smaller company stocks returned 12%. We...Read More
