Insights

Perspectives

The Pilgrimage to Omaha

The Pilgrimage to Omaha

Following these six basic principles has been good for Warren Buffett, it has been good for us, and we believe loyalty to those principles will be good for you.

May 15, 2023 5 min read
Why Dividends Matter: Stock Price Appreciation

Why Dividends Matter: Stock Price Appreciation

Looking for a way to invest where the odds are in your favor, and in which you are, in our opinion, almost assured of investment success?

May 11, 2023 3 min read
Always Higher, Never Lower

Always Higher, Never Lower

The projected deadline for a government shutdown is June 1, as tax receipts collected through April 15, 2023 were slightly lower than originally forecasted. Why should this be watched more closely than usual?

May 09, 2023 4 min read
Dividend Integrity: Now More Than Ever!

Dividend Integrity: Now More Than Ever!

Given the current environment, we believe now is a particularly good time to revisit and reemphasize our commitment Dividend Integrity.

May 05, 2023 4 min read
Inflation Update: More Work to Be Done

Inflation Update: More Work to Be Done

Realistically, a lot of work lies ahead to get inflation under control. However, from an economic point of view, it is essential that the inflation problem be solved.

May 02, 2023 4 min read
Stocks: Rent or Own?

Stocks: Rent or Own?

Today, many are effectively “renting” stocks in an attempt to create short-term trading gains, rather than owning equities for long-term total investment return.

April 28, 2023 4 min read
Buyback Is Not a Dirty Word

Buyback Is Not a Dirty Word

We invest in companies that pay a dividend, and we prefer this over share repurchase.

April 26, 2023 4 min read
Why Dividends Matter: Income & Growth of Income

Why Dividends Matter: Income & Growth of Income

When all the attractive attributes of dividends are considered, among the most favorable is the fact that the income component of total investment return is always positive.

April 20, 2023 4 min read
Evolutions: Crawford Small Cap Strategy

Evolutions: Crawford Small Cap Strategy

At the end of 2022, the Crawford Small Cap Strategy celebrated its eleventh birthday.

March 31, 2023 3 min read
Why Are So Many Gamblers Looking to Be Zeroed Out?

Why Are So Many Gamblers Looking to Be Zeroed Out?

Our process and these companies weren’t built in a day, and serious investors should remember that wealth rarely comes from short-sighted endeavors.

March 28, 2023 4 min read
Real Estate Investing with a Private Equity Mindset

Real Estate Investing with a Private Equity Mindset

At Crawford, we will continue to invest in publicly traded real estate with a private equity mindset, while offering something many others cannot provide everyone today: liquidity.

March 22, 2023 2 min read
The Year of Triple Tightening

The Year of Triple Tightening

We define triple tightening as the Fed raising interest rates, the Fed’s balance sheet shrinking, and reduction in fiscal programs to recipients.

March 17, 2023 4 min read
 

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