Vuzix (ticker symbol VUZI, headquartered in West Henrietta, New York)* designs and markets smart glasses for augmented reality applications, as seen in the above video highlighting their recently-introduced M4000 smart glasses.At Taylor Frigon, our narrative-based investment philosophy involves trying to understand the "storyline" or "narrative" that...
Thursday, October 15, 2020
Investment Climate October 2020
Stocks continued the march toward recovery in the third quarter and turned positive for the year - a feat that just a few months earlier would have been thought to be nearly impossible. Clearly, markets overreacted to the COVID panic, given the severity of the downturn, and have now largely corrected that overreaction. The outperformance...
Friday, September 04, 2020
Market Sell-Offs and Business
The broad markets are experiencing a sharp sell-off which started yesterday (September 3, 2020) and has continued today, prompting many market observers and pundits to declare that the long-anticipated “bubble bursting” from the market’s “fevered rally” had finally arrived (to use quotations we have seen in actual market commentaries this week). One...
Thursday, July 30, 2020
An Honor From George Gilder
Today, our firm, and specifically our CIO, Gerry Frigon, was highlighted in preeminent technologist George Gilder's "Daily Prophecy" newsletter.
"I consider George Gilder to be the foremost American sage of the last sixty years. His predictions on technology, economics, and society have been spot on, and at 80 years of age he is going...
Friday, July 24, 2020
Narrative-based Investment Strategy In The News...
Our Chief Investment Officer, Gerry Frigon, was featured in a series of articles recently in which he describes our investment strategy and the reasons for its success, as well as provides insight on the increasing impact of tech companies on the market...
MarketWatch (first article)
Wealth Professional
Value Walk
Disclosures: Please...
Tuesday, July 14, 2020
The Power of Time
We have emphasized the importance of a long term view of investing for as long as we have been in the professional investment business. Recently, our CIO, Gerry Frigon, was quoted in Rocket HQ regarding the importance of "staying the course" during difficult times like we have just experienced in the last few months with the COVID-19 panic.
Frigon...
Friday, July 10, 2020
Have you heard of this company? Vapotherm (VAPO)
We first began researching Vapotherm* in January of 2019, long before anyone would have ever dreamed that events taking place in 2020 were possible. The company had only recently gone public (in November of 2018) and had achieved about $42 million in sales the previous year -- well below the estimated break-even for the business of between...
Thursday, July 09, 2020
Investment Climate July 2020: Making History...While Looking Ahead
The second quarter of 2020 will go down as one of the best quarters in the history of the stock market. The unprecedented and swift recession that was “self-inflicted” by government responses to COVID-19, the world over, bottomed during the quarter and stock markets sensed that turn and rallied fiercely. On...
Tuesday, April 28, 2020
ETFs Are Exacerbating Market Volatility
Published in Forbes April 28, 2020
Written by Gerry Frigon
Forbes Finance Council
Capital market mechanisms are in danger of destruction by the hidden byproducts of exchange-traded funds (ETFs), and passive vehicles in general, that have spread across the system. The primary problem is these vehicles claim to provide liquidity where liquidity doesn't...
Wednesday, April 15, 2020
Investment Climate April 2020: Crazy but insightful times!
As we write this quarter’s Investment Climate, hunkered down under orders from authorities to “shelter in place” in an attempt to “flatten the curve” of the COVID-19 virus outbreak, we can only describe the current investment climate as unprecedented. We have already spent a fair amount of writing time penning comments on our views about...
Monday, April 06, 2020
Still Pushing Back
On March 23rd we posted a piece "It's Time For A Pushback". In it, we argued that shutting down the economy, and thereby creating severe economic hardship, can cost lives as it tends to harm the most economically vulnerable most severely; those at the lowest levels of the socio-economic ladder. We usually are pretty benign in our commentaries,...
Monday, April 06, 2020
Don't own Zoom? Here's the next best bet: fund manager
Reuters, Posted April 3, 2020
Buy stocks of software companies that boost business efficiency such as AudioCodes, whose technology helps power Zoom and Skype, says growth fund manager Gerry Frigon of Taylor Frigon Capital Management. CLICK HERE for interview
Disclosures: Please remember that past performance may not be indicative of future results....
