We wish all of our readers and clients a very happy and prosperous New Year!2012 is sure to be a very interesting year for investors with much to look forward to and many opportunities for those who stay patient and disciplined and look to take advantage of owning great businesses at values not seen in decades...
Thursday, December 22, 2011
Seasons Greetings and Warm Wishes
Seasons Greetings and warm holiday wishes from all of us here at Taylor Frigon Capital Management!Above, a wreath at the General Grant tree in Sequoia and Kings Canyon National Park rests in the snow. The General Grant tree was designated "The Nation's Christmas Tree" by President Calvin Coolidge in 1926, after a little girl visiting the tree was...
Thursday, December 15, 2011
The fantasy world of modern portfolio theory
The calendar year of 2011 will soon come to a close, and active managers will be watching to see how the performance for the year will turn out.Many who hire active managers will also be watching closely, and will be judging whether or not they should continue to keep their investments with this or that manager based upon the outcome when the market...
Wednesday, December 07, 2011
Have you heard of this company? PNRA
While most of the financial world focuses on Europe and waits with bated breath for every new development in Greek parliamentary voting, S&P sovereign-debt rating, or ECB bank-lending stimulus, we would like to point out that economic indicators in the US have been showing modest but real progress.Without downplaying the importance of the issues...
