Insights

Perspectives

The Business of Selling to Businesses
consistency

The Business of Selling to Businesses

The Industrials sector, also known as Capital Goods, represents one of the broadest economic sectors.

May 28, 2021 5 min read
Book Review: The Deficit Myth
Hamilton

Book Review: The Deficit Myth

If you seek perspective on issues related to budget deficits, we recommend reading The Deficit Myth by Stephanie Kelton.

May 26, 2021 5 min read
Rx for the Long Run
Pharma

Rx for the Long Run

The stock market is a complex system. Millions of different individuals with different points of view come together to set pricing on publicly traded businesses.

May 24, 2021 4 min read
Book Review: The Intelligent Investor
The Intelligent Investor

Book Review: The Intelligent Investor

Benjamin Graham’s The Intelligent Investor is commonly referred to as “the bible of value investing.”

May 13, 2021 5 min read
Income and Capital Preservation: An Investor Case Study
Income and Capital Preservation

Income and Capital Preservation: An Investor Case Study

Since 2014, the Crawford Managed Income Strategy has offered its investors protection against both principal erosion and permanent loss of capital.

May 06, 2021 4 min read
Dividend Growth: The Silent Factor in Investing
Dividend Growth - Silent Factor

Dividend Growth: The Silent Factor in Investing

We often refer to dividend increases as “the silent factor.” Why? Because dividend growth as it is occurring garners small attention among most investors.

April 28, 2021 6 min read
Book Review: The Black Swan
Book Review – The Black Swan

Book Review: The Black Swan

While not an easy read, we find much wisdom and perspective in Nassim Nicholas Taleb’s book, The Black Swan.

March 25, 2021 5 min read
Book Review: The Number
Book Review – The Number-1

Book Review: The Number

Looking to better understand the ramifications of living off of an investment portfolio in retirement? Let us recommend a good book!

March 05, 2021 5 min read
Example of Investment Thesis: AstraZeneca
shutterstock_188927363

Example of Investment Thesis: AstraZeneca

In the first installment of the Company Fundamental Investment Series, Senior Research Analyst and Director of Core Equity Strategy, Frank Pinkerton, walks us through an investments thesis.

March 03, 2021 6 min read
Small Cap Research Process
Small Cap Research Process

Small Cap Research Process

(CIC) Small Cap strategy aims to deliver attractive investment returns over the long run while reducing the volatility..

February 25, 2021 5 min read
Green and Growing Income
Green and Growing Income

Green and Growing Income

The consistency found within utilities is a function of the fact that it is a regulated industry that enjoys fairly constant and growing demand.

February 24, 2021 5 min read
Monetary and Fiscal Policy: A Big Shift
Money and fiscal

Monetary and Fiscal Policy: A Big Shift

The overall direction of the domestic economy is determined by many factors, not the least of which are monetary and fiscal policy.

February 01, 2021 6 min read
 

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