Insights

Perspectives

Crawford Bond Policy Update
BondPolicy

Crawford Bond Policy Update

Crawford's bond policy reflects the firm's stance on the fixed income markets, interest rates, inflation, and more.

August 10, 2023 7 min read
When a Stock Becomes a Ninja
Ninja

When a Stock Becomes a Ninja

With a ninja strategy, we hope to win by investing in companies that are better equipped to avoid problems in the event of an economic downturn.

June 26, 2023 4 min read
Dividend Integrity: Mitigating Risk & Adding Alpha
RiskAlpha

Dividend Integrity: Mitigating Risk & Adding Alpha

We believe Dividend Integrity is unique in that it favorably impacts return while also reducing risk.

June 13, 2023 3 min read
Generative AI: Generating Investment Opportunity
GenerativeAI

Generative AI: Generating Investment Opportunity

In November, the release of OpenAI’s ChatGPT marked the beginning of the commercial phase of the global race in artificial intelligence.

June 05, 2023 5 min read
Why Dividends Matter: Downside Protection
Protection

Why Dividends Matter: Downside Protection

One of the more favorable aspects of investing in dividend-paying stocks is their ability to help protect capital in declining stock markets.

May 30, 2023 4 min read
The Pilgrimage to Omaha
C-Pilgrimage

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
StockPrice

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
Higher

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!
Integrity

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

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

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

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
 

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