• Investor Presentation and
Performance Reporting - Last updated 2/13/09 • Our Investment Book - Stop by our
office, if you would like a hard copy. •
Margin of Safety - Probably
the most important article on this site •
Wisdom of Great Investors
-
Must
read for investors who are concerned with rocky markets
• Why Use Redfield, Blonsky & Co.
• Our SEC Filings
- This is a must read before selecting an advisor •
Our Advisor
Profile
•
Assets Under Management •
Important Disclosures - All Clients and
Prospective Clients Please Read
•
Questions to ask a financial advisor
• Current Commentary -
6/25/09
•
Sample of our Investment Advisory Contract
•
Access your
Investment account

•
Articles we are reading
-
10/13/08
•
Housing
Links, blogs and views - 8/07/06
•
Favorite financial ratios and such
-
6/27/07
•
Enron - A chronological collection of reports -
December 4, 2008
•
Interesting Graph of Japan Land
Prices - February 2, 2004
•
Favorite words
- 5/13/09
•
Interesting Long
term chart on the Dow Jones Average
- 01/31/05
•
Long Term Bond Ratings
- May 19, 2004
•
Notes to Winning on Wall Street by
Marty Zweig - 02/02/05
•
Warren Buffett Page of ours -
6/25/09
•
Benjamin Graham Page of ours -
9/26/06
•
Seth Klarman Page of ours - 06/17/09
•
Abraham Lincoln Page of ours - 06/17/09 (mostly
resources of influencers of Lincoln)
•
Charles Munger Page of ours -
5/13/09
•
Investment Sites worth reading -
2/13/08
•
Peter Lynch and our collection of some data
-
02/01/05
•
Precious Metals Notes of ours
-
3/30/05
•
AAII Article on Economic Indicators - April 12, 2004
•
Richard Russell's 10% Rule For
Valuing Real Estate
•
SubPrime Primer -
Caution Bad Words-
easy to understand on what happened to Sub Prime -
We did NOT author this.
•
Whiteboard notes - 6/2/09

The following are companies which we have written about. The date on the right
indicates our most recent update.
•
AES -
1/15/05
•
4 Kids Entertainment -
11/14/03
•
Advanced Micro Devices - 2/10/06
•
Alcoa - 4/28/06
•
Altria Group - 1/11/06
•
Anheuser Busch - 10/24/02
•
Bed, Bath and Beyond
-
4/6/06
•
Berkshire Hathaway -
3/7/07
•
Brookfield Asset Management - 6/19/09
•
Capital Southwest - 5/06/09
•
Cendant - 3/01/02
•
CF Industries - 11/18/05
•
CIENA - 1/23/06
•
Corning - 10/16/03
•
Corvis - 3/24/04
•
Countrywide Financial Corp. - 3/31/08
•
eBAY, Inc -
2/24/06
•
Hasbro - 11/19/01
•
Lanoptics - 11/7/05
•
Lucent Technologies
- 1/20/06
•
Marvel Enterprises, Inc.
- 6/16/03
•
Microsoft Corp.
-
12/19/05
•
Motorola Inc
- 2/13/06
•
National Semiconductor
- 11/04/02
•
New Jersey Resources Corp. - 10/25/05
•
Newmont Mining Corp. - 2/02/04
•
Origen Financial - 1/30/08
•
Public Service Enterprise Group -
2/18/03
•
Sun Microsystems -
10/17/03
•
Synaptics Inc. -
1/31/06

Please use all calculators and links with care. We are not responsible for
broken or inappropriate links. Please consult a financial professional in
interpreting inputs and data.
•
10-Q Detective -
Interesting finds on 10
Q's
•
ABX Index - ABX Indexes from Markit. We monitor ABX-HE-AAA 07-2
•
Accounting Frauds Page - Accounting Frauds
and Creative Accounting
•
AFL-CIO -
stats and economy from a different angle
•
Altman Z Spreadsheet - solvency
predictor in XL format
•
AlphaSeeker.com -
academic investment research
•
Analyze
Indices - Historic charts going way back, haven't looked to closely
•
Apple Insider -
site to track Apple, components makers and competitors
•
Ben Graham Center For Value
Investing - Interesting to rummage through on
occasion
•
Big Charts - site specializing in charting
•
The Big Picture
- macro perspectives of economy and geopolitics
•
Blogs - a collection of
financial bloggings (most recent link 10/01/08)
•
Board of Directors Search -
SSIA lots of good stuff
•
Bob Adams Investment site -
spreadsheets and tools
•
Bond Market
Association - SSIA
•
Bond Searches
- SSIA
•
Buffettologist.com -
Presented by excellent former Morningstar analyst, Justin Fuller
•
Bureau of Labor Statistics -
site for
economic research
•
Calculators -
various financial calculators. I haven't reviewed, but looks excellent
•
Canadian Insider Trading
Site -
tracks insider activity for Canadian Companies
•
Capital Link Shipping -
News on Shipping. See bottom of page, "Imarex Daily Brief."
•
CDX Index - Track the CDS indexes at Markit
•
Census Bureau
•
Center for Responsible Lending
•
Closed End Funds - Our favorite links for
Closed End Funds
•
Commercial
Investment Real Estate Magazine- Excellent
source
•
Consumer electronics stock blog
- search by phrase or company
•
CreditSlips.org
-
Discussions on credit and bankruptcy
•
Crestmont Research
- site with various historical charts
•
Damodaran Online -
SSIA
•
The Daily Beast - News site.
Charlie Gasparino is a contributor
•
Dictionary.com - great
site with an international translator
•
DigiTimes -
site specializing in
Technology news
•
Dinkytown.net -
many calculators of all types
•
Dismal Scientist from Economy.com -
economic research
•
Economic Indicators from Wall Street Journal - Excellent Publication Source
•
Economic-Indicators.com
- tracking the US economy
•
Edgar
Search - new tool in Beta format (June 9, 2006)
•
Excel
and other Shortcuts by
Hamilton Lin, CFA - lots of shortcuts
•
Fabless Semiconductor
Association - excellent site for industry news
•
Federal Reserve Bank of
NY - Interesting site for research
•
Federal Reserve Bank of
San Francisco - "Some of the best tools."
•
FedStats - Links to statistics from over 100 federal agencies
•
Financial Sense Online
- a Contrarian Investment Site
•
Flightaware -
track flights and fleets
•
Footnoted.org -
Interesting site on often missed footnotes of financial statements
•
FREDII
Database - 1,000 economic data series
•
Freddie Mac -
monitor interest rates and applications, and more
•
FreeLunch.com
-
economic and financial data
•
The Fund Library
- Supposedly Canada's
Mutual Fund Resource Center
•
Georgia Tech Financial Lab
- Charles Mulford's Lab
•
Global Policy Forum
- Monitoring Policy Making at the United Nations
•
Google Data
Mining
- Interesting site with
Google Data Mining
•
Google Features
-
details of many of Google's search features
•
Guru Focus
- Track the stock picks
of guru investors
•
Hays Financial Consulting
- Interesting site with
some fraud trails and articles
•
Inflation Data
-
Inflationdata.com
•
The Inoculated Investor -
Value Investor blog.
Good links to articles, notes and investment letters
•
Insider Trading
Site -
tracks insider activity
•
Insider Trading
Site
Canada -
tracks insider activity for Canadian Companies
•
Institutional Holder Site
- excellent
data, yet not complete, but excellent info
•
Insurance
Information Institute
- excellent
industry data
•
Insurance
Scrawl
-
Writings for the insurance industry
•
Investment Research and Insight
- Hussman's awesome links
to data
•
Investors
Intelligence Survey
-
SSIA
•
Journal of Commerce
-
SSIA
•
Lightreading.com
- a site dedicated to fiber optic technologies
•
Mathematical Search
Engine - Wolfram Alpha - Very awesome. A ton of financial calculations
•
Manufactured Housing Institute - SSIA
•
Marxist.org -
Interesting site with writings of many economists
•
Mutual Fund Facts About Individual Stocks -
Track Mutual Fund Activity.
•
Minyanville.com -
Interesting site. Known as contrarian.
•
Money Chimp -
Great site for formulas, explanations and historical data
•
Moody's
Ratings and Definitions
- Cool PDF which explains ratings and such
•
Mortgage Bankers
Association- Site to track the mortgage industry.
•
Mortgage Daily.com
- Site to track the mortgage industry.
•
National Mortgage News
- News and boards, nice search feature
•
MSCI - Index Measuring of
the World Markets
•
Naked Capitalism -
Interesting Financial blog
•
National Association of Insurance Commissioners
- Financial Data Collected by Fed Reserve
•
National
Information Center (NIC) - NAIC Insurance Site
•
News from
1930 Blogspot - cool site, a diary of articles for
corresponding day, from 1930
WSJ
•
Newspapers of the world -
excellent site for finding any newspaper
•
New York Observer -
Great site for NY news. Excellent Real Estate section
•
Noise Free Investing -
Some interesting links, reports and analysis
•
PaidContent.org -
"economics of content"
•
Paper Money US real estate blog -
SSIA
•
Paper Money US real estate
Video blog -
cool video interviews etc.
•
Paul
Krugman blog and column -
excellent and thought provoking
•
Payden and Rygel -
site with excellent
economic commentary
•
Philadelphia Fed -
Factory release and
Beige Book
•
Population Pyramid - view population pyramids for
many countries
• The Power Of Cash
Flow Ratios
•
PrudentBear.com
- excellent site for bearish point of views
•
QuantumOnline
- Site for
bonds and preferred stocks info
•
Railroad
Volumes, etc (AAR)
- Association of American Railroads.
•
RealtyTrac
- Foreclosure listings
•
Return on Invested Capital (ROIC)
- Awesome
whitepaper by Andrew Chan
•
RGE Monitor
- Roubini
Global Economic Service
•
Ron's Running Page
- links, trainings, etc.
•
Ron's Twitter
- SSIA www.twitter.com/rbco
•
SanityCheck.com
- Market editorials, etc.
•
Schloss Archives for Value Investing
- from Columbia Business School
•
SEDAR.COM
- Canadian
version of Edgar
•
Seeking
Alpha.com
- Conference call transcripts and more
•
Shiller
Data
- Long term housing, interest rates and other great data
•
Shopping Sites
- Web page where I am collecting some sites
•
Softwaretimes
- Very eclectic site from former Gilderite, Denny Schlesinger
•
Spreadsheet Spot
- I have
not reviewed this in depth (looks interesting)
•
St. Louis Fed
- economic research
•
Ted Spread
- Bloomberg Chart. Measures 3 month Libor less 3 month UST.
•
Understanding Point and Figure Charts
- Recommended by Richard Russell
•
USDA
-
Department of Agriculture (food pyramid is awesome)
•
US Treasury
- United States Department of Treasury
•
Valuhuntr.com
- A lot of value investing stuff. Writings of Graham, Klarman, etal
•
Value Investing News
-
Potentially cool site, articles, etc.
•
Virtual Reference Shelf
- Selected Web resources by the Library of Congress
•
World Trade Magazine
- Supply Chain news and resources |