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 Semi-Annual 2008 Investment Letter

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Investor Presentation and Performance Reporting - Last updated 7/8/08

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 -
10/02/08  Conference Notes from seeing Seth Klarman
Sample of our Investment Advisory Contract
Access your Investment account

Articles we are reading -  8/28/08
Housing Links, blogs and views   - 8/07/06
Favorite financial ratios and such -  6/27/07
Interesting Graph of Japan Land Prices - February 2, 2004
Favorite words - 4/4/08
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 -  10/01/08
Benjamin Graham Page of ours - 9/26/06
Charles Munger Page of ours - 12/14/07
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  - 10/16/07

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  - 8/1/08
Capital Southwest  - 10/25/07
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.

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
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)
Bob Adams Investment site - spreadsheets and tools
Bond Market Association - SSIA
Bond Searches  - SSIA
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
CDX Index -  Track the CDS indexes at Markit
Census Bureau
Center for Responsible Lending
Closed End Funds - Our favorite links for Closed End Funds
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
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.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
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
Insider Trading Site  - tracks insider activity
Insider Trading Site Canada  - tracks insider activity for Canadian Companies
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
Lightreading.com - a site dedicated to fiber optic technologies
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
Newspapers of the world - excellent site for finding any newspaper
PaidContent.org  - "economics of content"
Paper Money US real estate blog  - SSIA
Paper Money US real estate Video blog  - cool video interviews etc.
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
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.
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
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.
Ted Talks  - Interesting videos and lectures. 
Understanding Point and Figure Charts  - Recommended by Richard Russell
USDA  - Department of Agriculture (food pyramid is awesome)
US Treasury  - United States Department of Treasury
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