Insights

Perspectives

The Savings Glut: The Good and the Bad
Savings Glut

The Savings Glut: The Good and the Bad

The issues surrounding savings and investment and resulting saving gluts are complicated and multifaceted.

September 24, 2021 5 min read
The High-Grade Bond Market Today: Compressed Yields & Longer Duration
Bonds

The High-Grade Bond Market Today: Compressed Yields & Longer Duration

Since the Global Financial Crisis, changes in the U.S. high-grade bond market are exposing passive fixed income investors to a heightened level of risk.

September 16, 2021 4 min read
The World is Uncertain, Just Look at Earnings Expectations

The World is Uncertain, Just Look at Earnings Expectations

It’s no secret that more stable earnings and dividends are what we strive to seek over the longer term for our investors.

September 07, 2021 4 min read
Stock Rating System
Stock

Stock Rating System

We utilize a formal, subjective stock rating system to communicate how we are evaluating individual investment opportunities.

August 25, 2021 5 min read
Winning with Quality in the Consumer Discretionary Sector
Winning with Quality

Winning with Quality in the Consumer Discretionary Sector

At CIC, we seek high-quality companies for long-term investment.

August 24, 2021 7 min read
The Recession Is Officially Over. Now What?
Recession Over

The Recession Is Officially Over. Now What?

Stocks are always subject to temporary corrections and, even worse, to bear markets in which the decline in the market is 20% or more.

August 02, 2021 6 min read
Pieces of Success
Pieces of Success

Pieces of Success

We feel consistent annual reinvestment back into the business and a client first mindset has enabled CIC to prosper along with our investors.

July 30, 2021 4 min read
Patterns of Returns Matter
Returns

Patterns of Returns Matter

The pattern of returns earned can be more important than absolute returns.

July 21, 2021 5 min read
An Extreme Environment
Extreme Environment

An Extreme Environment

As investors in high quality small cap companies, we have faced a uniquely challenging environment since the beginning of the COVID-19 pandemic.

July 16, 2021 6 min read
Investing in Energy Infrastructure
Energy Infrastructure

Investing in Energy Infrastructure

Have you ever thought about how the natural gas we use for cooking or to heat our homes gets there?

July 06, 2021 3 min read
Porter’s Five Forces in the Crawford Equity Research Process
Porter's Five Forces

Porter’s Five Forces in the Crawford Equity Research Process

We apply Porter’s Five Forces of critical thinking to each potential investment for CIC equity strategies.

June 28, 2021 5 min read
Can Cryptocurrencies Pay Dividends for Investors?
Cryptocurrency

Can Cryptocurrencies Pay Dividends for Investors?

The recent surge in cryptocurrencies has many wondering if they should join the rise.

June 23, 2021 8 min read
 

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