Commentary Archive

Post Date Subject
December 3, 2015 A look back when the Prime Rate was 19%
December 2, 2015 Video of our 2015 Investor Conference
November 20, 2015 Ron’s Discussion Sheet that he used to present our 2015 Investor Conference and our conference handout
October 30, 2015 Philip Carret and Buy and Hold Investing
October 27, 2015 Notes to the book, ‘The Like Switch’
October 13, 2015 Quick note on our current investment views 
August 26, 2015 Keeping Our Clients in Touch during difficult markets
July 15, 2015 Video of 2014 Annual Investment Conference
November 14, 2014 2014 Annual Investment Conference Handout
November 6, 2014 This is a link with a video interview of Ronald Redfield by The Manual of Ideas on January 31, 2014. Ron discusses value investing, investor influences and other specific investing issues. http://youtu.be/3pkKlsWkNrc A tremendous thank you to Manual of Ideas!
October 15, 2014 Quick Investment Thoughts as DJIA is dropping 400+ points
March 4, 2014 My favorite excerpts from Warren Buffett 2013 Shareholder Letter
February 26, 2014 Marijuana Stocks and observations in Colorado
February 11, 2014 Weather is certainly having an economic effect in America during Winter 2013/2014
January 15, 2014 Notes to Jim Cramer book, ‘Get Rich Carefully.’ 2013
June 24, 2013 Rates have continued to rise
June 7, 2013 Some recent investment thoughts
May 31, 2013 US Treasury rates have been rising quite a bit lately
May 23, 2013 My favorite quotes from the recently Berkshire Hathaway 2013 Annual Meeting held on May 4, 2013
May 22, 2013 My favorite quotes of Warren Buffett from a CNBC interview on May 6, 2013
May 21, 2013 Some quick ramblings on the economy
April 16, 2013 This is a link with an interview of Ronald Redfield by The Manual of Ideas during April of 2013. Ron discussed value investing and how the investment section of our firm evolved.
https://www.youtube.com/watch?v=0yQ3oTXW2Zc&feature=youtu.be
February 27, 2013 Notes to the book, ‘How To Pick Stocks like Warren Buffett.’ The author is Timothy Vick, 2001.
February 27, 2013 Investment Maxims I found, but could not source. Very Interesting.
February 27, 2013 Notes from 1934 quick look at Moody’s Manual
February 27, 2013 Notes to book “Super Money,” by ‘Adam Smith’
February 27, 2013 Notes to 1980 Value Line
February 27, 2013 Notes to Video given by Howard Marks of Oaktree Capital
February 26, 2013 Notes to Benjamin Graham’s book “Security Analysis” 6th edition
October 10, 2012 Portfolio and Investment Update
August 24, 2012 Irving Kahn’s simple method of value investing
December 9, 2011 Traditional Fixed Income currently is typically not evident in our portfolios
November 30, 2011 Interesting Notes to Video of Seth Klarman and Charlie Rose
October 26, 2011 Quick Investment update
August 10, 2011 Quick update and our strategy as the markets have corrected > 20%
June 24, 2011 2011 Annual Letter
November 24, 2010 2010 RBCPA Investment Conference Handout
October 11, 2010 October 11, 2010 Ben Franklin’s 13 Virtues
August 24, 2010 Notes and thoughts while reading The Great Depression: A Diary’ by Benjamin Roth
July 9, 2010 Our Portfolio Views mid-year 2010
May 17, 2010 Selected Notes from Sequoia Fund, Inc. Meeting May 14, 2010
March 22, 2010 2010 Annual Letter
December 9, 2009 Explanation of recent buys and sells of the same positions in your accounts
November 18, 2009 MP3 of our 2009 Investment Conference <<< few minutes for downloading. The MP3 is Virus Free!
November 12, 2009 2009 RBCPA Investment Conference Handout
October 1, 2009 Various Commercial Real Estate blurbs from 9/16/09 – 10/01/09
September 16, 2009 Notes I took from Boston Properties at Barclays Capital Global Financial Services Conference.
September 15, 2009 Interesting Graph of Tax Rates for different nations. Worth Looking at!!
September 9, 2009 Notes to book “The Templeton Touch” 1st edition – 1983
August 31, 2009 Notes to book “The Snowball – Warren Buffett and the Business of Life”
June 25, 2009 Notes from Richard LeFrak on CNBC and other Commercial Real Estate Ramblings
June 24, 2009 Notes from CBRE presentation on NYC Commercial Real Estate on June 22, 2009
June 19, 2009 Ten Guidelines from Richard Bernstein on His Final Day at Merrill
June 2, 2009 Quick discussion on Intrinsic Value
May 27, 2009 Notes to meetings of Leucadia, Vornado and Sequoia
May 27, 2009 Doubt – An essay
May 27, 2009 Various Commercial Real Estate Notes from 3/09 – 5/09
May 26, 2009 Henry Kaufman Discussion on September 21, 1999
April 3, 2009 Some thoughts on recession, inventories and outsourcing
April 2, 2009 Notes to JPM 2008 Annual Letter
March 3, 2009 Keeping in touch during a difficult economic period
February 10, 2009 2009 Annual Letter
December 16, 2008 Keeping in touch and why your assets invested by us can not be subject to any theft
December 15, 2008 Further Commercial Real Estate ramblings
December 12, 2008 Notes from Wachovia Commercial Real Estate (CRE) Conference 12/9/08
December 3, 2008 Excellent Commercial Real Estate Article written by Colony Capital.
November 24, 2008 Notes from 1929-1937 in the book, ‘101 Years on Wall Street’
November 12, 2008 Jamie Dimon, CEO and Chairman of JP Morgan Chase spoke at a Merrill Lynch
Banking and Financial Services Conference.
October 10, 2008 Letter to clients during Financial Crisis of 2008
October 2, 2008 CIMA conference with Seth Klarman
July 8, 2008 Semi-Annual 2008 Investment Letter and Update
June 5, 2008 Notes from AAII NYC discussion with Bruce Berkowitz of Fairlholme Fund
May 21, 2008 Notes from Annual Meeting of Zweig Funds
March 13, 2008 The Wisdom of Great Investors
February 28, 2008 Notes to Murray Stahl at NYSSA on September 24, 2007
February 28, 2008 NYSSA discussion with Jason Zweig (10/1/07)
February 28, 2008 Having Fun Rearranging Letters in phrases
January 24, 2008 2008 Annual Letter
January 21, 2008 Notes on Manufactured Housing from September and October 2007
January 21, 2008 NYSSA presents Tony Crescenzi
January 21, 2008 Notes of conference on 1/9/08 given by Michael Metz
January 4, 2008 Quick update
July 13, 2007 July 2007 Semi – Annual Investment Letter Sent to our Clients
April 26, 2007 Notes to Grant’s Spring Conference 2007
April 11, 2007 Notes to the excellent book, “The Money Game” by Adam Smith.
January 25 , 2007 Notes of conference on 1/10/07 given by Michael Metz
January 11, 2007 Letter to Clients attached to annual performance reports
September 25, 2006 RBCPA’s First Annual Investment Conference
August 28, 2006 Notes To Benjamin Graham’s book, “The Intelligent Investor.”
July 17, 2006 Notes to Charlie Rose interview of Warren Buffett
May 3, 2006 Notes To The Book “Margin Of Safety” by Seth Klarman PDF Version
January 20, 2006 Annual Letter to our Friends and Clients
January 6, 2006 Just some White Board Notes
January 3, 2006 Quick New Years thoughts, game plan and resolutions
December 23, 2005 Quick Notes to book I read many years ago. “Contrarian Investment Strategies.” The author is David Dreman.
December 22, 2005 Quick Notes to book I read many years ago. “Common Stocks and Uncommon Profits.” The author is Philip A. Fisher.
November 7, 2005 Notes From Book called “The Tao Jones Averages.” Below you will see a quiz on right side versus left side brain tendencies. You will also see an interesting guide to selecting an investment manager.
October 25, 2005 Notes from NY Times Magazine (10/16/05) article about the housing market, and specifically Toll Brothers, Inc.
September 23, 2005 Notes from Conference given by Jim Rogers. The conference was titled, “Hot Commodities.”
September 16, 2005 Some ramblings on the economy and such
September 15, 2005 Some portfolio and investment thoughts
July 5, 2005 Some notes to my weekend readings by Charles D, Ellis, CFA
July 1, 2005 Notes to article in most recent Financial Analysts Journal called “Dividends
and the Frozen Orange Juice Syndrome,” by Peter L. Bernstein.
June 21, 2005 Notes from the book “In an Uncertain World,” by Robert E. Rubin
June 20, 2005 Notes from reading “A Rediscovered Benjamin Graham”
June 17, 2005 A letter to clients I still haven’t sent, expressing our views. This was
written mid May 2005.
May 18, 2005 Selective notes from Sequoia meeting on May 13 and Leucadia on May 17, 2005
May 11, 2005 Selective notes from annual meeting of Zweig Funds (ZF) and Zweig Total Return Fund (ZTR) from May 10, 2005
May 11, 2005 Notes from a discussion given by Marty Whitman at an American Association of
Individual Investors (AAII) meeting
April 14 , 2005 Notes from a discussion given by Jean-Marie Eveillard at NYSSA on Global Value Investing
April 8, 2005 Just some quick thoughts
March 23, 2005 Keeping clients and friends in touch.
March 22, 2005 Notes I took while listening to Ron Muhlenkamp.
March 18, 2005 How much will $1000 grow into in 79 years?
February 2, 2005 Fed raises rates again
January 12, 2005 Just some notes, primarily on inverse bond funds
January 11, 2005 Some thoughts and notes from lecture given by Delos Smith
January 11, 2005 Recent thoughts, Sirius blurb and Marty Zweig
December 6, 2004 Quick economic views and notes on Gary Shilling
June 3, 2004 Interesting notes from the works of Martin Barnes. Discussions on defensiveness, inflation and interest rates.
May 4, 2004 Some recent emails and state of affairs we have been collecting.
April 6, 2004 interesting article written by 2nd Opinion Research on the stock option debate.
April 5, 2004 What about US Treasury Bonds ? Interesting article written by Martin Weiss on his views of bonds, stocks and this interest rate environment. Please click on this link to read the article.
March 19, 2004 Some of our inflation thoughts
March 10, 2004 Comments by Richard Russell and Dow Theory
March 9, 2004 Interesting blurbs from Martin Zweig
March 1, 2004 Blurb from Richard Russell
February 9, 2004 Richard Russell’s simple 10% formula for real estate values
November 18, 2003 Warren Buffett article on Trade imbalance and US Dollar
October 8, 2003 Keeping our clients in touch
August 26, 2003 Article published on August 26, 2003. This article discusses “Fail to plan, plan to
fail”
July 26, 2003 Richard Russell discusses the 50% principle
July 24, 2003 Article published on July 24, 2003. Article discusses the risks and rewards of Fixed Income Investing
July 7, 2003 Notes to Fred Hickey’s “High Tech Strategist”
June 30, 2003 Article published on June 30, 2003. This article discusses “crisis being the seed of
opportunity”
May 20, 2003 William Fleckenstein talks gold
May 14, 2003 Article published on May 14, 2003. This article discusses fear of investing
November 15, 2002 Interview on November 15, 2002 with Ronald Redfield, portfolio manager
October 14, 2002 our views
July 24, 2002 Trying times continue
August 9, 2002 “blood in the streets”
August 8, 2002 “Waiting on a Sunny Day” and some Fred Hickey discussion
May 14, 2002 May 14, 2002 update. This article reviews our philosophies and gives our views of
the future
September 16, 2001 September 16, 2001 update. Important to read to see how we were invested prior to
the terrorist attacks
May 17, 2001 Seminar notes on May 17, 2001 on ” How To Invest in Difficult Markets”
March 24, 2001 Technology discussion and diversification discussion.
March 11, 2000 Update. We sent over 1000 clients and friends this letter describing our concerns
of NASDAQ 5000.
January 28, 2000 January 28, 2000 update. This is an excellent read, since fixed income markets and
value was out of favor. Notice our blurb on AOL.
September 9, 1999 discussion on our philosophies of investing and portfolio management.
October 29, 1998 discussion on our philosophies and current perspectives
May 8, 1998 correspondence to person retiring from AT&T. This gives you an idea of how we
work with retirees.
December 23, 1997 discussion of Benjamin Graham and value investing
August 12, 1997 current thoughts. Notice how we still hold companies like Occidental and Placer Dome.
Look at our consistency in approach.
May 31, 1996 current views and reiterations of Ben Graham and Peter Lynch

 

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