Lark Research, Inc.

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Lark Research is an independent investment research firm founded in 1991 by Stephen P. Percoco.  The firm publishes two newsletters:  Income Builder covers the equity and fixed income markets for individual investors.  Net Realizable Value follows the residential real estate industry for institutional investors.  In addition, the firm provides contract research services for institutional investors, broker-dealers and companies whose securities are publicly traded.

Upcoming Speaking Engagement:  For those of you who reside in the New York metropolitan area, I will be speaking at an upcoming meeting of the New York Chapter of the American Association of Individual Investors.  My talk, which is one of the Chapter's Special Interest Group (SIG) sessions, will focus on investing in fixed income.  It will take place on Wednesday, June 17, 2009 at 7:40 PM.  The meeting will be held at The Community Center at St. Jean Baptiste Church, which is located at 184 East 76th Street (at Lexington Avenue) in Manhattan.  If you would more information about the entire event, you can get it here. (pdf 962 kb)

NET REALIZABLE VALUE

    2008 Fourth Quarter Homebuilder Comparables  (April 2009)
   
A Review of Homebuilder SFAS 144 Inventory Impairments Charges in 2008 (April 2009)

COMMENTARY ON THE ECONOMY AND FINANCIAL MARKETS
    Housing Market Update  (June 22, 2009)
   
Is Your Mutual Fund Lending Securities?  (January 20, 2009)
   
Surge in Free Reserves May Presage New Bank Lending  (January 25, 2009)

COMMENTARY ON ACCOUNTING
   
Making Principles-Based Accounting Standards Work

Fixed Income Investing
    A Primer on Fixed Income Investing
        2008 Fixed Income Performance Review  (January 17, 2009)  pdf (171 kb)
    Treasury Inflation-Protected Securities  (Updated January 7, 2009)
       
TIPS Presentation (January 17, 2009)  pdf (182 kb)
       
TIPS 2009 YTD Performance  (April 9, 2009)
   
Market Returns on TIPS in 2008  (January 7, 2009)

OTHER RESOURCES FOR INVESTORS
  
Book Review:  "A Weekend with Warren Buffett and Other Shareholder Meeting Adventures"
         by Randy Cepuch 
(September 18, 2007)
  
 
Book Review: "BONDS: The Unbeaten Path to Secure Investment Growth"
        by Hildy and Stan Richelson  (April 3, 2008)
    The Dietz Algorithm
 

 For Income Builder subscribers only:

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Lark Research, Inc.
P.O. Box 1409
Mashpee, MA  02649-1409

(732) 763-0763


Please send your comments and suggestions to: webmaster@larkresearch.com.