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Intrinsic Value Commentary Archives

LCIV

2011


Q1         1st Quarter 2011 Intrinsic Value Commentary
Q2         2nd Quarter 2011 Intrinsic Value Commentary
Q3         3rd Quarter 2011 Intrinsic Value Commentary
Q4         4th Quarter 2011 Intrinsic Value Commentary

2010


Q1         1st Quarter 2010 Intrinsic Value Commentary
Q2         2nd Quarter 2010 Intrinsic Value Commentary
Q3         3rd Quarter 2010 Intrinsic Value Commentary
Q4         4th Quarter 2010 Intrinsic Value Commentary

2009


Q1         1st Quarter 2009 Intrinsic Value Commentary
Q2         2nd Quarter 2009 Intrinsic Value Commentary
Q3         3rd Quarter 2009 Intrinsic Value Commentary
Q4         4th Quarter 2009 Intrinsic Value Commentary

International

2011


Q1         1st Quarter 2011 International Intrinsic Value Commentary
Q2         2nd Quarter 2011 International Intrinsic Value Commentary
Q3         3rd Quarter 2011 International Intrinsic Value Commentary
Q4         4th Quarter 2011 International Intrinsic Value Commentary

2010


Q1         1st Quarter 2010 International Intrinsic Value Commentary
Q2         2nd Quarter 2010 International Intrinsic Value Commentary
Q3         3rd Quarter 2010 International Intrinsic Value Commentary
Q4         4th Quarter 2010 International Intrinsic Value Commentary

Other Commentary

2011


Q1         Economic Forecast 2011

2010


Q1         Economic Forecast 2010
Q2         Market Outlook 2010

2009


Q1         Economic Forecast 2009

2008


Q1         The Investment Environment 2008
Q2         The Financial Crisis Drags On
Q3         The Future of Energy
Q4         Does the 50% Market Drop Already Discount our Economic Misery?

2007


Q1         The Investment Environment 2007
Q2         Shaping the Future
Q3         The Panic of 2007
Q4         A Warning About the Future of Energy

2006


Q1         The Investment Environment 2006
Q2         Investment Strategy Conference at the University of Dayton & Bullish Factors About the Economy & the Market
Q3         Global Warming: Bad News, Good News
Q4         Good News About Medical Costs

2005


Q1         Another Year of Surprises
Q2         Dayton Economic Seminar
Q3         Two Topics: Modern Portfolio Theory Revisited and Investment Implications of $70 Oil
Q4         Passing the Torch