Category: Uncategorized
56 posts categorized as "Uncategorized"
Char-Buff on the Cheap?
May 8, 2013
Content provided by Matt Santini, CLS Portfolio Manager I know, I know…..please contain yourselves. Oscar’s (a local favorite restaurant) made it to the daily commentary. I know a good wing when I eat one, and that strip-mall-dynamo of a dive did not disappoint. In the same somewhat lateral eureka moment of “hot ice” (“Rookie of…
Theme: Simplicity
May 2, 2013
Content provided by J.J. Schenkelberg, CFA, CLS Senior Portfolio Manager Simplicity is one of our 2013 key themes here at CLS. Simplicity, is easier said than done. But, every time I focus on this concept it seems to become a little better, as long as we focus on the correct areas. My family has been…
Thoughts on the Japanese Economy
April 24, 2013
Content provided by Rui Wang, CLS Investment Research Analyst The Japanese economy has been weak for two decades. One of the obvious symptoms has been its pro-longed deflation. To help mitigate the deflation, the Bank of Japan (BOJ) plans to double its balance sheet within just two years, and they’ve set a 2 percent annual…
The All-time Highest Level in the History of the World EVER
March 12, 2013
Comments provided by Grant Engelbart, Investment Research Analyst As the Dow surpassed its all-time high last week, CNBC had a heyday blasting various orange ‘warning’ signs and ‘countdowns’ and what-not, enticing retail investors. To the informed investor, this should almost seem a fluke. The Dow of course only contains 30 stocks, but yet is synonymous…
Sequestration Day: Does Anyone Care?
March 1, 2013
Commentary Provided by J.J. Schenkelberg, CLS Sr. Portfolio Manager Today is March 1, 2013. In case you haven’t heard today is the day sequestration occurs and major budget cuts are to be set in motion. The market seemed to care for maybe a milli-second. Beyond that, could investors and the U.S. public be coming immune…
A Look from the Periphery: Attempting to Separate What You See and What You Think
February 22, 2013
Content Provided by Matt Santini, CLS Portfolio Manager For those of us who have spent any amount of meaningful time with a mask on, we know how important peripheral vision can be. If you are a skin diver, so much can be happening in your periphery, it can be at times unsettling. You might let…
Car Chronicles
February 11, 2013
Content provided by Vinila Thallavajhula, CLS Business Analyst The first car I ever bought was a pre-owned, 1996 Honda Civic. It was a fun ride… Winter With streets hiding under a blanket of snow, houses beautifully lit and decorated, and festive spirits all around, everything about Christmas Eve was just perfect. Living alone at the…
Achieving Goals for You and Your Clients
January 30, 2013
Someone once told me that if you write goals down you are far more likely to achieve them. I recently achieved one of my long term goals, receiving my graduate degree. I had planned on getting my masters while I was still an undergrad, but of course after graduating with my bachelor’s degree, I decided…
What’s (Not) in Your Wallet
January 23, 2013
By now most Americans have received at least one paycheck in the new year, and most of us probably reacted with a resounding “Oh come on!” (mild version…) when we saw the amount. Granted two percent doesn’t seem like a whole lot, but with the majority of people living paycheck-to-paycheck it can have an effect. …
Housing Trends: Smaller is Smarter
December 18, 2012
All housing starts are equal. But some housing starts are more equal than others. Housing starts have started to rebound in recent months and with that, the average value of a home. Housing’s switch to contributing from constraining economic growth is a welcome change. While starts are increasing, the homes that are being constructed are…