Ep. 25 | The Perpetual Accumulation Approach
No two clients are alike, but our clients are often focused on two main objectives: growth and income.
Ep. 24 | The Best Kept Secret in Small Cap Investing
Today there is probably a disproportionate amount of emphasis put on classifying investments as belonging to one of two styles: Growth or Value.
Ep. 23 | Stocks: Rent or Own?
Over time, the average holding period for stocks has been shrinking. At the same time, the percentage of stocks owned by individual investors has been...
Ep. 22 | The Total Shareholder Return Trifecta
A trifecta is an outcome where three things are achieved. This term is most typically associated with betting on horseracing, in which case the wager is to pick the first, second, and third-place finishers in a given race.
Ep. 21 | It All Started with a Can of Beans
Before long, my small investment had tripled in value, and I began to think differently about investing. From casual observation of the steady stock price to intense following of its daily rise, I began to say to myself, “This is good!”
Ep. 20 | Don’t Be Fooled By Dividend Hubris
In recent months, we have written about Dividend Integrity and how it might be as important now as it has ever been.
Ep. 19 | Pharma Industry’s DNA Imparts Quality
To build our clients’ portfolios, we start at the company level with a rigorous fundamental, bottom-up research process.
Ep. 18 | Winning with Balanced Capital Allocation
It is difficult to overstate the importance of downside protection for any long-term investment program. Investing in dividend-paying stocks...
Ep. 17 | Why Dividends Matter: Downside Protection
It is difficult to overstate the importance of downside protection for any long-term investment program. Investing in dividend-paying stocks...
Ep. 16 | Dividend Integrity: Now More Than Ever!
Given the current environment, we believe now is a particularly good time to revisit and reemphasize our commitment to the concept of Dividend Integrity.
Ep. 15 | Reaching for Yield & Landing in Failure
At Crawford Investment Counsel, our stock selection process is focused identifying high-quality businesses with conservative financial profiles.
Ep. 14 | Find a Need and Fill it: Managed Income Strategy
The Crawford Managed Income strategy was born in an effort to solve a personal, real-world problem. As a result...
