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...

Shopping from the Stock Market’s Clearance Rack

24 February, 2016 by Ben O'Brien in Commentary
Last weekend I was at a department store with my wife. While I was waiting for her to pick up some towels from our wedding registery, I wandered over to the men’s section. I wasn’t looking for anything in particular, but, always a thrifty sort, I found myself drawn to the clearance ... read more...

The Problem with PE Ratios

3 December, 2015 by Ben O'Brien in Commentary
One of the first things new investors tend to learn is the PE ratio. It is a very quick measure of a company’s relative valuation. To get the PE ratio you simply divide the current share price by one year’s earnings per share. The ratio tells you how much you will pay for each ... 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...