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Form ADV Brochure
- This is a full description of our services and a must read when selecting     an investment advisor - Last updated 7/5/14
Investor Presentation and Performance Reporting - Last updated 1/6/14
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
Our Advisor Profile

Assets Under Management - Includes largest holdings and Assets Managed
Important Disclosures - All Clients and Prospective Clients Please Read
Questions to ask a financial advisor
Current Commentary -
  10/15/14
Graphs and Tables we have collected over the years - Very Interesting - 1/30/13
Our Investment Advisory Contract
Privacy Principles
Access your Investment account

Articles we are reading -  March 1, 2013
50 Year Dow Charts Through 2012  - February 28, 2013
Housing Links, blogs and views   - 8/07/06
Favorite financial ratios and such -  3/24/10
Enron - A chronological collection of reports - February 4, 2014
Interesting Graph of Japan Land Prices - February 2, 2004
Favorite words - 3/27/12
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 -  10/6/14
Benjamin Graham Page of ours - 2/26/13
Seth Klarman Page of ours - 2/27/13
Abraham Lincoln Page of ours - 3/21/13
Charles Munger Page of ours - 62/28/13
Investment Sites worth reading - 8/27/09
Peter Lynch and our collection of some data - 2/28/13
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  - 5/19/12

The following are companies which we have written about. The date on the right indicates our most recent update. Please do your own due diligence, read our disclaimer, and please do not make any investment decisions based solely on these notes. 

AES - 6/7/11
4 Kids Entertainment  - 11/14/03
Advanced Micro Devices  - 2/10/06
Alcoa  - 4/28/06
Altria Group  - 1/11/06
American International Group (AIG)  - 10/28/14
Anheuser Busch  - 10/24/02
Bank of America (BAC)  - 10/16/14
Bed, Bath and Beyond  - 4/6/06
Berkshire Hathaway  - 3/7/07
Brookfield Asset Management  - 9/14/10
Capital Southwest  - 5/06/09
Cendant  - 3/01/02
CF Industries - 11/18/05
CIENA  - 1/23/06
Citigroup (C)  - 10/16/14
Coffee Holding Co. (JVA) - 4/29/11
ConocoPhillips  - 5/13/11
Corning  - 10/16/03
Corvis  - 3/24/04
Countrywide Financial Corp.  - 3/31/08
eBAY, Inc  - 2/24/06
Exelon Corp. (EXC)  - 10/6/14
Exxon Corp.(XOM) - 10/6/14
Fairway Group (FWM)  - 9/26/14
First Energy (FE)  - 10/7/14
Gazprom  - 10/16/14
Green Mountain Coffee Roasters  - 10/13/10
Hasbro  - 11/19/01
Intel Corp. (INTC) - 10/14/14
JP Morgan Chase (JPM)  - 10/14/14
Lanoptics  - 11/7/05
Lucent Technologies  - 1/20/06
Marvel Enterprises, Inc.  -  6/16/03
Medical Marijuana Inc. (MJNA)  10/20/14
Merck 5/10/11
Microsoft Corp. (MSFT)  - 10/2/14
Motorola Inc  - 2/13/06
National Semiconductor  - 11/04/02
National Western Life Insurance Co. (NWLI) - 10/6/14
New Jersey Resources Corp.  - 10/25/05
Newmont Mining Corp.  - 2/02/04
Novartis - 5/10/11
Oracle Corp.  - 5/25/11
Origen Financial  - 1/30/08
Pfizer Inc.  - 5/3/11
PPL Corp. (PPL)  - 10/21/14
Public Service Enterprise Group  - 10/6/14
The St. Joe Company (JOE)  - 5/6/11
Sun Microsystems  - 10/17/03
Synaptics Inc.  - 1/31/06
Tweed Inc. (TWMJF)  - 9/8/14
Wal-Mart Stores  - 5/17/11



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
Accounting and Auditing Enforcement Releases - Financial enforcement action database
Accounting Frauds Page - Accounting Frauds and Creative Accounting
ADVFN - Get financials going back to 1993.
Alice Schroeder's website - Author of The Snowball (Buffett biography)
Altman Z Spreadsheet - solvency predictor in XL format
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
The Billion Prices Project - academic initiative collects prices from hundreds of online retailers
BillShrink - Site that supposedly gives you the best deal on credit cards, etc.
Blogs - a collection of financial bloggings (most recent link 3/17/10)
Board of Directors Search - SSIA lots of good stuff
Bob Adams Investment site - spreadsheets and tools
Bond Searches  - SSIA
Bond Desk Group  - SSIA
Bureau of Labor Statistics - site for economic research
Business Insider - Interesting site with Henry Blodget
Caijing.Com - Chinese Finance Magazine. Praised by Grant's Interest Rate Observer
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."
Census Bureau
Center for Responsible Lending
CIA World Factbook - Provides information on every Government in the world
Closed End Funds - Our favorite links for Closed End Funds
Commercial Investment Real Estate Magazine- Excellent source
Congressional Budget Office - Outlooks and Budgets
CreditSlips.org - Discussions on credit and bankruptcy
Crestmont Research - site with various historical charts
csinvesting - "Intensive investing education through case studies"  Very interesting site.
Damodaran Online - SSIA
Deal Breaker.com - A Wall Street Tabloid.  Some good info.
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 Analysis (US Bureau of Economic Analysis)- SSIA
Economic and Statistics Administration - Department of Commerce
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
Federal Reserve Bank of Dallas - Interesting site for research
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 Forecast Center - Excellent long term data
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 Features - details of many of Google's search features
Grubb & Ellis - Excellent Research for Commercial Real Estate and more.
Guru Focus - Track the stock picks of guru investors
Index Mundi - Easy to read graphs of commodities, country data and more
Inflation Data - Inflationdata.com
InfoMine - Excellent charts and tools for commodities
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
International Monetary Fund- Look at Data and Statistics Section
Investment Sites worth reading - 8/27/09
Investors Intelligence Survey - SSIA
Journal of Commerce - SSIA
Khan Academy.ORG - Videos on various subjects (I especially enjoyed the Banking Videos)
Lightreading.com - a site dedicated to fiber optic technologies
Mathematical Search Engine - Wolfram Alpha - Very awesome.  A ton of financial calculations
Market Folly.com - Interesting site with writings and letters of many hedge funds
Marxist.org - Interesting site with writings of many economists
Microsoft Blog- SSIA
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
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
New York Observer - Great site for NY news. Excellent Real Estate section
Oaktree Investment memos 1990 - 2009 - 700 pages of Howard Marks' Investment Memos
PaidContent.org  - "economics of content"
Paper Money US real estate blog  - SSIA
Paul Krugman blog and column  - excellent and thought provoking
Payden and Rygel  - site with excellent economic commentary
Philadelphia Fed - Factory release and Beige Book
The Power Of Cash Flow Ratios
Pragmatic Capitalism  - alternative perspective the economy
ProPublica  - an independent, non-profit newsroom
PrudentBear.com  - excellent site for bearish point of views
RealtyTrac -  Foreclosure listings
Return on Invested Capital (ROIC)  - Awesome whitepaper by Andrew Chan
Rocket Financial  - 10 years of financial data, some cool searches.
Ron's Running Page  - links, trainings, etc.
Ron's Twitter   - SSIA  www.twitter.com/rbco
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
Spreadsheet Spot - I have not reviewed this in depth (looks interesting)
Stanford Law - Securities Class Action Clearinghouse  - Securities Class Action Clearinghouse.
St. Louis Fed  - economic research
Stock Screener  - Free and robust stock screener from Financial Visualizations
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
Whale Wisdom.com  - Interesting site with Insider and Institutional holdings
World Trade Magazine  - Supply Chain news and resources
Zero Hedge  - Must read Investment Site.