Tag Archives: Buffett

May 08

When is the best time to get out of mega cap stocks? Asking for a friend.

By David Nelson, CFA CMT Did anything change last week? Not really. It was a modestly downbeat week with the exception of Friday’s monster rally on the heels of a solid quarter from Apple (AAPL). The stock sits just shy of the August 2022 high and only modestly below all-time highs set in 2021. Bloomberg Data  […]

September 02

Brands Struggle with Retailers

According to Buffet the battle between brands and retailers has been going on for decades. David agrees.  

February 03

Going Tactical – The Movie

  Phrases like “You have to be in it to win it” or “I’m a long term investor” work right up until one day your retirement account is down 30% and they just handed you a gold watch. David talks about the potential of tactical asset allocation to reduce drawdowns.  

May 02

The Willis Report – Buffett – Obamacare – Jobs

I was fired up. I don’t often get to talk that much and last night I couldn’t turn it off. We covered a lot of topics. Jobs, Buffett, Obamacare and more. Tracy Burns filling in for Gerri Willis was awesome.