October 13, 2015                                Quick note on our current investment views

 

DJIA  17,132

S&P 500  2017

Some of our current investing themes: Potential bond crash based on liquidity (buyers may exit and no one to sell to), quality & potentially increasing rates, We typically are buying or holding companies with strong financial strength, high Return on Assets (ROA's), and/or low Price to Book Values (P/B), low Price to Earnings Ratios (P/E's), low Price to Cash Flow (P/CF), Low Price to Earnings Growth ratios (PEG's).

With all that, time and patience is always necessary in value investing.

The following is a link to a page we keep on our favorite financial ratios.

http://www.rbcpa.com/favoriteratiosandformulas.html

If you have any concerns, please reach out to me. I would be happy to speak with those who are not clients or ours as well. As always, we welcome the opportunity to discuss our outlook and investments with you. 

My email is rredfield@rbcpa.com

Please feel free to contact me with anything you would like to discuss. Feel free to ask general questions on our Facebook page as well. 

You can also follow me on twitter  www.twitter.com/rbco  as well asyou can follow us on Facebook    www.facebook.com/RedfieldBlonsky


Respectfully submitted,

Ron Redfield
 


 

Ronald R. Redfield  cpa, pfs

Redfield, Blonsky & Starinsky, LLC

1024 South Avenue W.

PO Box 2069

Westfield, NJ 07091-2069

  
www.rbcpa.com  

www.twitter.com/rbco  

https://www.facebook.com/RedfieldBlonsky

 

908 276 7226  phone

908 264 7972  fax

 

 

 

Disclaimer

 

 

If you are a client of ours, and if you have questions regarding the company or investment mentioned in this report  please call our office. If you are not a client of Redfield, Blonsky & Starinsky, LLC Investment Management Division and are reading these notes, we urge you to do your own research. We will not be responsible for any person making an investment decision based on these notes. These notes are a "by-product" of our research. We are not responsible for the accuracy of these notes. We are not responsible for errors that may occur in these notes.  Please do not rely on us to monitor or update this or any other report we may issue. In theory, we could come across some type of data or idea, which causes us to eliminate our long or short  position of the company or investment mentioned in this report   from our portfolios.  We will not notify readerís revisions to these notes. We are not responsible to keep readers of these notes updated for changes or material errors or for any reason whatsoever.   We manage portfolios for clients, and those clients are our greatest concern as it relates to investing. Certain clients of Redfield, Blonsky & Starinsky, LLC may not have the company or investment mentioned in this report   in their portfolios. There could be various reasons for this. Again, if you would like to discuss the company or investment mentioned in this report  , please contact Ronald R. Redfield, CPA, PFS (partner in charge of investment management division). 

 

Information herein is believed to be reliable, but its accuracy and completeness cannot be guaranteed. Opinions, estimates, and projections constitute our judgment and are subject to change without notice. This publication is provided to you for information purposes only and is not intended as an offer or solicitation. Redfield, Blonsky & Starinsky, LLC and Ronald R Redfield, CPA, PFS, may hold a position or act as an advisor on any investments mentioned in a report or discussion.