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Category Archives: All Posts

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Occupy Wall Street vs. Aesop

It appears that the Occupy Wall Streeters have a new spokesperson: Starbucks CEO Howard Schultz.  According to a Wall Street Journal article published this morning, Mr. Schultz implied in a blog post that Nobel Prize-winning economist Milton Friedman was “old-school” … Continue reading

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Mr. Buffett, BofA, and Mr. Buffett’s Secretary

The stock price of Bank of America (ticker BAC) is up 17% since Warren Buffett, the Oracle of Omaha, announced his deal last week and I find that silly.  After all, Warren Buffett used his reputation to extract a favorable … Continue reading

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New Value Stock: Telefonica S.A. (TEF)

Telefonica is the most recent addition to the Gracor portfolios.  What follows is an outline of the decision structure and a summary of the analysis. Value investing is based on Benjamin Graham’s work on the principles of investing and investor … Continue reading

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Benjamin Graham on Market Volatility

Benjamin Graham on Market Volatility Wild market volatility in the last couple of weeks has noticeably enhanced investor emotions.  So I thought it timely to review Benjamin Graham’s view on market volatility, especially as it pertains to “true” investors.  Remembering … Continue reading

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Are We Evil for Owning Oil Companies?

Are We Evil for Owning Oil Companies? Wow, I didn’t know I was evil for buying Exxon and BP for Gracor portfolios.  But after watching the Senate hearing with the big 5 oil companies, I came away feeling, at a … Continue reading

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