The Fallacy of the Indexer
Much has been made about buy and hold passive investing outperforming active managers. A lot of the argument revolves around lower tax rates on capital gains. Taxes are never good and all things…
……Portfolio Holdings 3/20/15
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Akorn, Inc $AKRX Catalysts are looming
Specialty pharmaceuticals, biotech, and even big cap pharma are exhibiting great relative price performance. One that we just purchased Monday, Akorn, Inc. (AKRX) on a sharp pullback based on…
Portfolio Holdings 3/13/15
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Portfolio Holdings 3/6/15
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Portfolio Holdings 3/2/15
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SONS sell off- there is always a reason, we just don't know it
Sonus Networks SONS sold of 11% yesterday on a rather benign earnings report. We have a large position in it and were very frustrated by the pin action considering the massive insider buying. The…
4th Quarter and Year End 2014 Partner Letter
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IEA says scope of US shale output fall to be limited - FT.com
Jorge Montepeque, the global director of market reporting at Platts, echoed this sentiment at a London conference on Monday. The price at which US shale plays are profitable are a “moving target” as…