Stocks

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

2016 Year-End Market Review

9 January, 2017 by Matthew O'Brien, Ph.D. in Commentary
Below is a review of market sectors in the fourth quarter of 2016 jointly written by our investment team. Energy Energy stocks were the best performers for the year, posting gains of 25%.  In the fourth quarter, the energy sector was up 8%.  Over 100 oil and gas produces have declared ... read more...

An Ockham’s Razor for Investing, Part I

16 October, 2015 by Matthew O'Brien, Ph.D. in Commentary
Should a wealth manager spend his time picking stocks or picking funds that pick stocks?  I pose the question because at O’Brien Greene we pick stocks (and bonds and other publicly traded securities like real estate investment trusts or REITs) for our clients, and we think that this is a ... 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...

On Stock-Picking Monkeys & Equal-Weight Stock Indices

“A blindfolded monkey throwing darts at a newspaper’s financial pages could select a portfolio that would do just as well as one carefully selected by experts.”  So wrote Princeton economist Burton Malkiel, famously, in A Random Walk Down Wall Street (1973).  The other week ... read more...

Apple’s Impressive Comeback

Apple is one of O’Brien Greene’s core technology holdings.  In January of 2013 I wrote a post, “Taking Stock of Apple,” which commented on the big sell off that hit Apple at the end of 2012.  Happily, we argued for holding on, since although Apple’s growth was ... read more...