Monthly Archives: May 2008

A Good Month — A Good Year, so far

Of the 35 stocks in my portfolio, only 4 lost money for me in May: Magna International, Group 1 Automotive, Reinsurance Group of America, and Hartford Insurance.  My largest gainer, OfficeMax, paid for all of the losses and then some. I am only market-weight in energy, so that was not what drove my month.  Almost […]

One Way to do a Good Survey

I get asked to participate in surveys, and frequently, I look at the surveys and think, “You’re wasting everyone’s time here. Some people grade everything harshly, some people grade everything easily. Many people keep their responses within a restricted band, other go for the poles.  Besides, you’re asking too many questions.  Few people have that […]