Speculatively Speaking
Star Confidence Ratings
– Lower Confidence
– Average Confidence
– High Confidence
Over Concentration Will Be a Problem For Many – March 7, 2024
October 31, 2023 – Start To Selectively Buy Again
May 4, 2022 – Beaten Down Early Stage Healthcare
November 5, 2021 – Three Falling Stars Reaching Our Buy Parameters
October 15, 2021
June 25, 2021 – Bargain Priced with Substantial Upside
July 27, 2020
September 10, 2019 – TIME TO ACCUMULATE BATTERED CYCLICALS
June 25, 2018 – CONTINUE TO UNDERWEIGHT EMERGING MARKETS AND INTERNATIONAL
April 26, 2018 – MARKET EXTREMES BROADEN OPPORTUNITIES
May 4, 2017 – SPECULATIVE BARGAINS STILL AVAILABLE
January 3, 2017 – FAVORITES FOR 2017
January 21, 2016
June 10, 2013
February 28, 2012 – Rally Leaves Spec Last Opportunity
April 12, 2011 – The Art of Speculation
August 13, 2010 – Investor Malaise
October 16, 2009 – No Time to Speculate
March 2, 2009
July 6, 2007 – Small Cap Opportunities
February 16, 2007 – Select Tech Part II
August 3 , 2006 – Select Tech
June 5 , 2006 – Wiping Out Speculative Excesses
December 19, 2005 – Warren Buffett Isn’t Always Right