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 NEWS
Important News
4 July 2015
...30 June 2015 Monthly Report Now In.
June was a down month for the market, and we were not immune. The weakness in our portfolio was concentrated in our two oil services holdings, a result of lower and less volatile oil prices in June.
Have a look at "Hot Alerts," if you have not already noticed the improvement in our website announced in an email to partners sent yesterday.
 PERFORMANCE DATA
Short Term - Long Term / How We Stack Up

The links given here take you to a thorough look at our performance record. Check out our Lifetime section (38 years and counting) where a year-by-year graphical picture and a month-to-month data table are both provided. At the top of the data table is a listing of pre-tax rates of return over selected periods to the present, plus explanatory notes. For current performance details and commentary, see our most Recent Monthly report and our most Recent Annual report. The Archive contains past monthly and annual reports.
 
 COMMENTARY
Reportage and Discussion

The Snippets section relates brief news items about our individual portfolio holdings. The emphasis is on bare facts rather than interpretation.

Each Focus item gives an expanded discussion of one of our portfolio holdings.

Marketwatch is reserved for discussion of particular happenings and issues of general interest to investors.

Fast-breaking items are posted under Hot Alerts.

Reminiscence is the managing partner's musings and lessons learned from nearly four decades in the business.

Everything eventually ends up in the Archive, so we can't ever deny we said it.


Third Century II | 6990 Winter Hawk Circle | Colorado Springs, CO 80919-1402
Email: enickerson@msn.com | Cell: 719-428-9429