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Portfolio Update

Strategy Review

By Roger S. Conrad on Apr. 2, 2014

Baseball Hall of Famer Wee Willie Keeler’s famously advised, “Keep your eye clear and hit ‘em where they ain’t.” This motto has an important corollary for investors: Buy what’s unpopular and hold the stock until the market discovers its value.

Solid Results, Strengthening Economy

By Elliott H. Gue on Feb. 28, 2014

The stronger-than-expected revenue growth posted by the S&P 500’s constituents supports our thesis that US economic growth will accelerate meaningfully this year. We also review fourth-quarter earnings from the last two Wealth Builders Portfolio holdings to report results.