Blog

His Name Was Flemming

His name was Fleming, and he was a poor Scottish farmer. One day, while trying to make a living for his family, he heard a cry for help coming from a nearby bog. He dropped his tools and ran to the bog. There, mired to his waist in black muck, was a terrified boy, screaming [...]

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Poem by Edgar A. Guest

CAN’T By Edgar A. Guest Can’t is the worst word that’s written or spoken; Doing more harm here than slander and lies; On it is many a strong spirit broken, And with it many a good purpose dies. It springs from the lips of the thoughtless each morning And robs us of courage we need [...]

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Poem by Jon Davis

Preliminary Report from the Committee on Appropriate Postures for the Suffering by Jon Davis We who wear clean socks and shoes are tired of your barefoot complaining, your dusty footprints on our just-cleaned rugs. Tired, too of your endless ploys— the feigned amputations, the imaginary children you huddle with outside the malls, your rags and [...]

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Margin of Safety

Comparative analysis, realistic analysis and accurate thinking are attributes of investing that are not often discussed. We are wired to oversimplify and be “lazy-brained,” and nowhere is the concept of the lazy way to riches more prevalent than on Wall Street – Japan collapses – sell! Japan recovers – buy! Interest rates are going up [...]

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Making it Through the Territory- Why FIM

“I just want to make it through the territory,” a FIM Group client told me back in March 2009. “It’s that simple.” The client had been with us for over 12 years, having hired us while he was still employed, and he is now several years into his retirement. The “territory” he referred to is [...]

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Life Goes On

After this last year’s dismal returns on nearly all asset classes, jobs lost and business failures, going forward the investing world will be affected. Every investor needs to realize some basics. First, life goes on. Economic activity is always happening. Second, investments are merely tools to help support our lives – there is no perfect [...]

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Is Gold the Right Investment?

I was asked by a journalist this week about investing in Gold it is often considered a “safe haven” and insurance against financial woes like inflation, deflation, currency collapse and other calamities. But just today “ Gold Fell to a Two Month Low” http://www.bloomberg.com/apps/news?pid=newsarchive&sid=a6sRqqG2FcRM Gold is an investment that has a place in an investment [...]

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Responsible Investing

Often I am asked about our socially responsible investing and our core beliefs that guide our investment strategies. As investors that want to be responsible, thoughtful, and ethical in their investment themes, it becomes difficult with the landscape of ever-moving corporate management, investor’s fickleness and short-termism. Recently there has been an increased interest in Socially [...]

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