The D&K Blog will periodically attempt to cover interesting companies and stocks. If I asked you whether Domino’s has outperformed FANG over the last eight years, would you have said yes? DPZ claims to be
The move to passive investing, into index funds and out of actively managed mutual funds, means more money flowing into the largest companies in the S&P 500. Are we witnessing a self-fulfilling prophecy where the
The United States Federal Reserve’s Federal Open Market Committee (FOMC) recently suggested it will target a range of 0.75%-1.00% for the Federal Funds Rate (FFR) by the end of 2017. That implies two more increases
In the past we have written to you regarding volatility. Investors use volatility as a quantitative measure of risk. However, we view volatility as an ongoing source of opportunity. Accordingly, 2016 provided plenty of both
As we transition through the uncertain period of the United States Presidential Election, we note a few concerns as well as some optimism. The election itself, Federal Reserve (Fed) policy, and economic growth will key
For 18 months, we have all heard about the so called oil dividend to consumers – the benefit to consumers’ pocketbooks as a result of a plummeting oil price. Graph 1 illustrates the decline in
Virtually every morning our investment committee engages in a lively exploration of many topics. These discussions range from viewpoints on the macro economic environment, to geopolitical issues, market trends, sector developments, company specific changes, etc.
In Part I of this newsletter we stated that recent volatile markets seem to reflect consternation regarding potential rising U.S. interest rates. Although we believe that rising U.S. interest rates could put pressure on the