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- Unilever: Will Cherry Garcia Save the Day?
- Lee Eugene Munson submits: Patrick Kirts co-wrote this article. Part of constructing Portfolio Asset Management’s core retirement portfolio includes looking at companies that are going through some type of corporate change that will act as a catalyst for future growth in profitability. We started searching for a staple that could...
- External links 2008-10-28
- Using Closed-End Funds vs. Master-Limited Partnerships
- Lee Eugene Munson submits: Co-written by Lorn DavisWhen most people talk about master-limited partnerships MLPs they concentrate on the tax issue. We at Portfolio Asset Management look at MLPs more as cash flow producers that are uncorrelated with the stock and bond markets. In our opinion the tax issue is,...
- External links 2009-08-12
- Move (Inc.) It or Lose It
- Lee Eugene Munson submits: Co-written by Patrick Kirts Sometimes you need to take some risk. That means different things to people, but at our firm it means going long a stock that you plan on holding for a while. Investors take the ultimate risk: they buy and hope the investment...
- External links 2009-06-23
- Linn, Tortoise Energy: Risk vs. Reward
- Lee Eugene Munson submits: Co-written by Patrick Kirts By now the cat is out of the bag on Linn Energy, LLC LINE. This was a top holding of Seth Klarman, from whom I ripped off the idea (I do mean that in a good way!). Warren Buffett has...
- External links 2009-06-18
- The Short Term Case for Long Term Deflation
- Lee Eugene Munson submits: Co-Written by Lorn Davis At Portfolio Asset Management we see the current short-term deflation leading to longer-term inflation. While we think inflation is inevitable, let’s drill down on the argument that long term deflationists are making and extrapolate from there. For inflation bulls, it is good...
- External links 2009-06-16
- China Cutting Steel Capacity
- Lee Eugene Munson submits: According to Reuters and other Asian papers, China’s steel industry is heading for its first loss since 1995. Demand is so bad that the Nihon Keizai Shinbun morning edition dated May 19, 2009 reported that the government is demanding that companies reduce excess capacity...
- External links 2009-05-20
- Worry More About Underemployment than Unemployment
- Lee Eugene Munson submits: All I have to say is wow! I knew we had a problem with the underemployed, which in my opinion is a more serious concern than the unemployed. Why? It’s like having a society of the walking dead, without the social safety nets of...
- External links 2009-05-12
- Where Does the FDIC Get Its Money?
- Lee Eugene Munson submits: I have had a lot of clients ask about where the money to fund the FDIC comes from and what would happen if it went broke. Historically, the money comes from the banks themselves in what is basically an insurance premium. However, as you can see...
- External links 2009-05-08
- S&P 500: There Is No P/E (Part III)
- Lee Eugene Munson submits: See parts I and II. Co-written by Patrick Kirts S&P 500 analysts’ as reported trailing twelve-month ttm top-down EPS estimates suggest that the index is incredibly overvalued. In Q2 2009 they predict slightly negative earnings, and then slightly positive earnings...
- External links 2009-05-05
- Letting Go of Packaging Corp. of America Following Dividend Slash
- Lee Eugene Munson submits: After taking a position in cardboard box maker Packaging Corporation of America (NYSE: PKG), a few things happened that surprised us. The first was a fast turnaround in management’s decision concerning the dividend. We saw the balance sheet was so-so, but over the years the firm...
- External links 2009-03-20
- Ford: Convertible Trust Not Preferred
- Lee Eugene Munson submits: Co-Written by Patrick Kirts Last fall Portfolio Asset Management discussed the merits of the 6.50% Cumulative Convertible Trust Preferred Security (F-PS). This trust was also known as Ford Motor Company Capital Trust II. The idea was simple, get paid while you wait for Ford to do...
- External links 2009-03-10
- Horizon Lines: Full Steam Ahead?
- Lee Eugene Munson submits: Co-written by Patrick Kirts Horizon Lines, Inc. (NYSE: HRZ), the nation's leading domestic ocean shipping and integrated logistics company, is an excellent example of a company with a strong economic 'moat'. Portfolio Asset Management has been looking for some protectionism plays as the stimulus...
- External links 2009-02-05
- Citi: Still in Limbo
- Lee Eugene Munson submits: Co-written by Loraine Ell We recently published a report entitled Citigroup: Too Big to Fail or Succeed. It turns out that nothing has changed. Now that we have news of the Smith Barney merger with Morgan Stanley MS, more information is coming out about how...
- External links 2009-01-16
- Rohm & Haas: Simple Math
- Lee Eugene Munson submits: Co-written by Patrick Kirts Facing fierce domestic opposition, the Kuwaiti government this weekend scuttled a deal, first unveiled a year ago, between state-owned Petrochemical Industries and Dow Chemical DOW to create K-Dow Petrochemicals. Wall Street reacted on Monday by sending not only DOW down 20%, but...
- External links 2008-12-30
- Citigroup: Too Big to Fail or Succeed
- Lee Eugene Munson submits: Co-written by Lorraine Ell. As active conservative money managers, we at Portfolio Asset Management sought a way to capture appreciation from devastated financial stocks and yet have an increased chance of dependable high yields. With a focus on cash flow, an outgrowth of the demographics of...
- External links 2008-12-17
- Ford: Have You Driven a Convertible Preferred Lately?
- Lee Eugene Munson submits: Patrick Kirts co-wrote this article. The news is horrible for the auto industry. In October, J.D. Power and Associates published a study that suggested a potential collapse in the global auto industry in 2009. We love to buy panic, but this time it seems real....
- External links 2008-11-04
- QCHA Numbers: The Merit in Looking Backwards
- Lee Eugene Munson submits: Co-Written by Lee Munson, CFA, CFP®, and Lorn Davis Though investors are constantly preoccupied with the future, it is always beneficial to take a moment and look backwards to rediscover the things that have fallen through the cracks. One such thing that we...
- External links 2009-10-07
Additional Resources
- Schlumberger: The Switzerland of Oil
- Lee Eugene Munson submits: Patrick Kirts co-wrote this article. After seeing the historic volatility in oil over the last year, we at Portfolio Asset Management asked a simple question: How should we take on risk in the energy markets? Warren Buffett once said, “Risk is not knowing what you’re...
- External links 2008-08-24
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