Mergers and Speculators, Plus the August Monthly Report


We’re more concerned with fundamental factors such as dividends and cash flow than day-to-day price changes. In the August Monthly Report, which is now online, we give you some updated insight into how companies have been spending their cash. We also give you more insight into the cash flow statement.

What you won’t find are any portfolio changes. We simply could not find a quality company trading at an attractive enough valuation to warrant making a change.

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