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April 2014



Quick take: AAPL

April 25, 2014 – Comments (0) | RELATED TICKERS: AAPL

Apple did well, selling a lot of iPhones in China.  I had been waiting for this to happen for nearly a decade - in and out of CHL and CHA and AAPL positions - and got tired of waiting.  [more]



Quick take: GHM

April 25, 2014 – Comments (0) | RELATED TICKERS: GHM

Nothing's really changed since I last talked about GHM 3 quarters ago.  The share price has walked back down to 30, close to my fair value calc of 28, since it peaked at 39 (which was when I got out and advised you to do the same.)  [more]



Quick take: CAT

April 25, 2014 – Comments (2) | RELATED TICKERS: CAT

Having gotten out of CAT at 91 - and been wrong, obviously, as it seems to have closed at 105.28 after hours when it released earnings on Friday - I paid careful attention to the quarterly report and supplemental materials they just released.  [more]



Fidelity's new tool

April 17, 2014 – Comments (9)

Fidelity just added a new tool that's sort of scary.  It's something I've tried to emulate for years with Excel spreadsheets but with little success.  They have tracked every contribution to each account I hold there for the life of my accounts, and allowed me to evaluate returns like I would evaluate any other mutual fund - on an absolute or annualized % return basis, time-weighted for the contributions made midyear, for 1-year, 3-year, 5-year, and life-of-fund.  [more]

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