When experienced investors are asked where they get their ideas, they often say voracious reading or careful screening of companies for characteristics they like – or both. But there is wide variety in what they read – and widely divergent attitudes toward screening. Other sources of ideas include company visits, building expertise in obscure fields […]
News & Insights
The 2-Minute Thought: Does the Dwindling Number of U.S Stocks Matter?
In a recent paper called “The Incredible Shrinking Universe of Stocks,” Michael Mauboussin, Dan Callahan, and Darius Majd at Credit Suisse delve into why there has been such a sharp drop in the number of publicly traded stocks in the U.S. This is a U.S. phenomenon. In developed markets outside the U.S., the number of […]
The 2-Minute Thought: Hope for Europe
Suddenly, people are talking positively about Europe again. How fickle we are. Since the Great Recession, European stocks have underperformed those in the U.S., and the eurozone has been sieged by crisis and gloom. In contrast, the U.S. has been a star – and especially since the election, we haven’t been able to stop talking […]
Anne Doremus Invited to Judge CFA Institute Research Challenge
The CFA Society of Vermont hosted their first Local Research Challenge on February 8, 2017. The Challenge, sponsored by Champlain College, brings students from four Vermont colleges, investment professionals, and others together to work on company analysis and presentation skills. Anne Doremus served on the panel of judges for this Challenge. The case subject […]
Eric Hanson’s Investment Course is Offered at UVM
Eric Hanson is teaching a course, Personal Finance and Investing, through the Grossman School of Business at the University of Vermont during the Spring semester of 2017. This is an elective class open to the entire campus and described below. Description: It has been said that Economics is about “the allocation of scarce resources”. This is […]
Global Family Enterprise Case Competition at UVM
Anne Doremus returned to the annual Family Enterprise Case Competition (FECC) as a coach in 2017. The competition was held at the University of Vermont through the Grossman School of Business on January 12-14. While the FECC prepares participants to understand the issues unique to family enterprise, coaches play a critical role in facilitating the application […]
The 2-Minute Thought: Tough, demanding, empowered consumers
In last weekend’s Financial Times, Tyler Brûlé wrote, “Ten years ago, Slippers the cat used to have a choice of fish or chicken out of a tin. Today Slippers (if she’s still with us) can have vegetarian mousse with salmon aroma sprayed on top. Her owners can have it delivered before they leave for work, […]
Yep, China is Different…
Here in the U.S. about 90% of American’s have a FICO credit score but in China only about 30% of citizens do. It was initially thought that online spending would be slow to take off in China due to the lack of credit cards and a poor logistics system. Well “China is China” and companies […]
The Shale Revolution…Still Very Much Alive…
When crude prices collapsed from $100 a barrel in mid-2014 to below $30 in February last year, conventional wisdom was the Shale Revolution of hydraulic fracturing and horizontal drilling was dead. ‘For Sale’ signs in places like Williston, North Dakota, ground zero of the Bakken oil fields, sprouted like weeds. Well, a year later the […]
Now What?…
If you’ve been following the news from South Korea, you might say that truth indeed is stranger than fiction. In fact, you really couldn’t make up this stuff if you tried. Starting last fall and culminating in the impeachment last week of former President Park Geun-Hye (pictured), there has been a series of bizarre stories […]
What to Make of Today’s Market…
President Trump’s unconventional approach to governing has many wondering what impact the new administration will have on the economy and international relations. The S&P 500 reached an all-time high on March 1st. The popular benchmark is up 20% over the past year and more than 250% since the 2009 market lows. These heady gains and […]
Walk for Wishes – Supporting Make A Wish Foundation Fundraiser
Hanson & Doremus has made a generous donation to Walk for Wishes Vermont. Walk For Wishes® is a nationwide Make-A-Wish® fundraiser that celebrates the thousands of wishes that have already been granted, while raising funds for future wishes. Participating or supporting this walk helps bring the life-changing impact of a wish to children battling life-threatening medical conditions […]
