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Our take on the investing, financial, & economic themes of the day

Investing in RULCs: A Promising yet Conservative Strategy

Your portfolio may contain REITs, MLPs, BDCs, TIPS or various other investment acronyms, but do you own any RULCs? Perhaps you’ve never heard the term. That’s probably because I coined it myself, or rather cobbled together the acronym from a phrase used by the legendary investor ... read more...

Taking Stock of Apple’s Huge 4th Quarter

28 January, 2015 by Matthew O'Brien, Ph.D. in Commentary
The other day I posted on some of the highlights of Apple’s recent quarter, and now that its earnings report is out, we know just how well the company did.  The gist, as the Wall Street Journal reports, is that compared to the previous year Apple sold considerably more iPhones at higher ... read more...

Apple Roundup: Mobile Payments, China, iPhone 6, & Earnings

26 January, 2015 by Matthew O'Brien, Ph.D. in Commentary
There have been a couple of interesting items about Apple recently, which is one of our core information technology holdings. Apple Pay Picks up Steam The WSJ reports that after three months of operations, Apple Pay has begun to succeed at getting shoppers to adopt it.  According to Apple, ... read more...

Don’t forget about Apple’s other product: computers

9 October, 2014 by Matthew O'Brien, Ph.D. in Commentary
All the hype about Apple’s latest iPhone and its new watch, and before that the iPad, has overshadowed the product category that got Apple started, which of course is the Macintosh computer.  Although Mac desktops and laptops have been consistently popular in the US, their relatively high ... read more...

Apple is Thriving under Tim Cook

22 September, 2014 by Ben O'Brien in Commentary, Large Cap Stocks
(Source: Apple.com) A recent cover story from Businessweek profiles Apple CEO Tim Cook and describes how he has changed the culture of the company. The magazine also published a follow up interview with Cook after Apple’s recent iPhone 6/Watch announcement. Back in 2012 after the death of ... read more...