Monthly Archives: December 2015

Notes from General Electric’s Annual Outlook Meeting

This has been an eventful year for General Electric (GE), one that brought about the most significant changes that the company has seen in its 127 year history.  The company has repositioned its business mix, drastically reducing its profile in … Continue reading

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American Water Works (AWK) Update

2015 has been another strong year for the stock of American Water Works (AWK).  Year-to-date (through Dec. 18), it is up 11.7% on price and has delivered a 14.5% total return.  By comparison, the S&P 500 is down 2.6% on … Continue reading

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Investing in Greece: Notes from the 2015 Capital Link Conference

Although the recovery in the Eurozone is underway, Greece has so far been left behind.  Europe is growing now at an overall rate of 2% per year.  Even the other peripheral countries that had been experiencing difficulties– Ireland, Italy, Portugal … Continue reading

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Despite Oil Plunge, Energy Stocks Still Above August Lows

Last week was a tough one for the stock market, the worst since the August mini-meltdown.  Most major averages fell more than 3.5%.  The S&P 500 was down 3.8%.  The NASDAQ Composite dropped 4.1%.  The Russell 2000 lost 5.1%.

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Notes from the 2015 Massachusetts Investor Conference

Author’s Note:  Municipal bonds have been on my radar for some time, even though my focus has been on stocks and corporate bonds.  I have attended the Massachusetts  Investor Conference for the past four years, as a way to learn about … Continue reading

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