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Markets took a turn for the worse this week (narrowly escaping a five-day decline), but how much of it is due to news versus noise? We are currently heading into a quiet time period: The end of the quarter is near, and the next Fed meeting won’t be held until late April. In time...

This time last year, U.S. Federal Reserve chair Janet Yellen asserted that the central bank would no longer use unemployment as a target to determine interest rates. For well over a year, there has been speculation as to when the first rate hike would occur. Read more »  ...

We are happy to see the large return of capital to shareholders so soon after its addition to the DI portfolio. While our preference is for dividend increases over buybacks, we acknowledge that there can be advantages to buybacks. Read more »  ...

This week we are removing one of our original positions in the DI portfolio, United Technologies (UTX), and replacing it with Qualcomm Inc. (QCOM). Qualcomm develops digital communication technology and operates in the semiconductor industry. Read more »  ...

With fourth-quarter earnings season winding down (only about 10 members of the S&P 500 index are scheduled to report earnings next week), we thought it would be interesting to see how companies have fared overall. Read more »  ...

We cannot always identify a reason why a particular stock’s price has risen or fallen over a short-term period, but at times we do see patterns. Read more »  ...

This week, Apple Inc. (AAPL) achieved what no other publicly traded corporation has ever done before: Its market capitalization reached and rose above $700 billion. Read more »  ...

We are buying growth on the cheap this week with the new addition to the DI Read more »  ...

It was a busy week for the DI portfolio, with 13 of our companies reporting. Due to the large inflow of earnings announcements, we want to keep the commentary short and sweet. We’ve seen recurring themes thus far not only in the DI portfolio but among several large companies...

It will be a while before we know what the impact of the European Central Bank’s (ECB) bond purchase program will be. Yesterday, as you’ve probably heard, the ECB announced its intention to purchase 60 billion euros of bonds per month between March 2015 and September 2016. The...