Investment Recap

Second Quarter 2006

During the second quarter, investors were preoccupied with concerns about the Bernanke “Fed.” The stock market corrected with the riskier assets suffering the most. The strong upward momentum of emerging markets, small cap stocks and...

First Quarter 2006

This year’s first quarter was one of the best three-month periods in a few years. (The S&P500 was up 4.3%.) Once again, our stocks comfortably beat the market. We wrote last quarter about high energy prices and Federal Reserve policy...

Fourth Quarter 2005

The year 2005 was a terrific year for “Winslow” stocks. We had an easy time beating the 4.9% return of the S&P500 and the 6.1% return of the Russell 3000. Our results were a function of good sector bets (i.e. being overweighted in...

Third Quarter 2005

The third quarter of this year was a period of positive stock performance and our stocks again did better than the market. So far this year, our stock picking relative to the market has contributed to well above average results. Beginning...

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