Investment Recap

Fourth Quarter 2011

As we hoped and perhaps expected, the stock market had a pleasant 11% recovery in the 4th quarter. For the year, the S&P 500 Index was flat (small caps were down 4%). Our results were in line with these overall numbers and our balanced...

Third Quarter 2011

The best thing about the 3rd quarter is that it is over. Indeed, in the first two weeks of October, markets have recovered almost half of the 14-15% three month losses. Our July letter discussed Congressional “dithering” and problems in...

Second Quarter 2011

If you are confused and possibly frustrated given recent financial and political headlines, you are not alone. Where are the “statesmen” when the U.S. needs better representatives in Congress and the European Union needs to deal with the...

First Quarter 2011

As you’ve read by now, the 1st quarter of 2011 has been the best start to the stock market in the last ten years. Winslow’s stocks continued their outperformance. In essence, the very strong corporate earnings results and tremendous...

Pages