Global stock markets crashed and burned last week after the U.K. voted to leave the European Union, and it is not without reason to expect further losses over the next few days and weeks. Already the situation has become fluid with evidence of potential backtracking and softening of the rhetoric,… Read More

While the rest of the world was focused on the outcome of the “Brexit” vote last week, a couple of our Special Situations Portfolio stocks reported good news that may have been overlooked. Along with the overall decline in the stock market as a result of Great Britain’s decisions to… Read More

Following the Brexit vote, most of our holdings have declined more or less in line with the broader tech sector. Given how turbulent the global markets are, that’s really not much of a surprise. That said, two of our holdings have taken bigger hits than the others, largely thanks to… Read More

One of the best things you can hope for when you start buying lesser known technology stocks is that they attract more interest, which is exactly what is happening with Trimble Navigation. Read More

Despite its erratic trading behavior, thus far Argos has lived up to our expectations in terms of achieving its business objectives. And with an additional $30 million in cash to fund its operations, we see no reason to change our long term view on the company’s growth prospects. Read More

As markets become more volatile, it’s worthwhile to consider ways to protect long term portfolio holdings as well as how to profit in down markets.  Read More