Winter 2023 Volume 29:4
- PDV Equity Research (page 1)
Fall 2023 Volume 29:3
- Some Additional Ideas on Risk Management (page 1)
Summer 2023 Volume 29:2
- Some Ideas on Risk Management (page 1)
Spring 2023 Volume 29:1
- Exchange-Traded Funds (page 1)
Winter 2022 Volume 28:4
- Traits for Successful Investing (page 1)
Fall 2022 Volume 28:3
- Inflation Hedges (page 1)
Summer 2022 Volume 28:2
- Welcome Back to Fundamentals and Risk Management (page 1)
Spring 2022 Volume 28:1
- Outlook for Bonds as Interest Rates Rise (page 1)
Winter 2021 Volume 27:4
- Prepare for Heightened Volatility (page 1)
Fall 2021 Volume 27:3
- Is the Market Overvalued? (page 1)
Summer 2021 Volume 27:2
- Tax-Saving Retirement Investment Accounts (page 1)
- Spring 2021 Volume 27:1
- SPACs Here, There, and Everywhere (page 1)
Winter 2020 Volume 26:4
- Inflation Hedges (page 1)
Fall 2020 Volume 26:3
- Preferred Stocks (page 1)
- Some Year-End Tax Savings to Consider (page 4)
Summer 2020 Volume 26:2
- A Short Note on Recent Market Rebound (page 1)
- Costco: An Effective Competitor to Amazon (page 2)
Spring 2020 Volume 26:1
- The SECURE Act (page 1)
Winter 2019 Volume 25:4
- Traits for Successful Investing (page 1)
Fall 2019 Volume 25:3
- The Appropriate Asset Allocation Strategy for Retirement (Part 2) - Revisited (page 1)
Summer 2019 Volume 25:2
- The Appropriate Asset Allocation Strategy for Retirement (Part 1) - Revisited (page 1)
Spring 2019 Volume 25:1
- Exchange-Traded Funds (page 1)
Winter 2018 Volume 24:4
- Oil Market Update (page 1)
Fall 2018 Volume 24:3
- Rolling Down the Interest-Rate Yield Curve (page 1)
- Futures Curve - Roll Yield (page 3)
Summer 2018 Volume 24:2
- Micron Technology (page 1)
Spring 2018 Volume 24:1
- What Caused the Recent Market Correction? (page 1)
- Update on Oil Prices (page 2)
Winter 2017 Volume 23:4
- Costco: An Effective Competitor to Amazon (page 1)
Fall 2017 Volume 23:3
- Oil Prices: Lower for Longer? (page 1)
Summer 2017 Volume 23:2
- The Appropriate Asset Allocation Strategy for Retirement (Part 2) - Revisited (page 1)
Spring 2017 Volume 23:1
- The Appropriate Asset Allocation Strategy for Retirement (Part 1) - Revisited (page 1)
Winter 2016 Volume 22:4
- Bond Investing When Interest Rates Rise (page 1)
Fall 2016 Volume 22:3
- Traditional vs. Roth 401(k) Accounts (page 1)
- Biotech Sector Looks Attractive (page 3)
Summer 2016 Volume 22:2
- How to Analyze Financial Companies
Spring 2016 Volume 22:1
- Energy Exploration and Production Companies (page 1)
Winter 2015 Volume 21:4
Fall 2015 Volume 21:3
- Exchange-Traded Funds (page 1)
Summer 2015 Volume 21:2
- The Appropriate Asset Allocation Strategy for Retirement (Part 2) (page 1)
Spring 2015 Volume 21:1
- The Appropriate Asset Allocation Strategy for Retirement (Part 1) (page 1)
Winter 2014 Volume 20:4
- Corning (page 1)
Fall 2014 Volume 20:3
- Tax-Saving Retirement Investment Accounts (page 1)
Summer 2014 Volume 20:2
- Some Additional Ideas on Risk Management (page 1)
Spring 2014 Volume 20:1
- The Next TV Cycle (page 1)
Winter 2013 Volume 19:4
- Some Ideas on Risk Management (page 1)
Fall 2013 Volume 19:3
- Prepare for Heightened Volatility (page 1)
Summer 2013 Volume 19:2
- Will Rising Rates Kill the Housing Recovery? (page 1)
Spring 2013 Volume 19:1
- Wintel 2.0? (page 1)
Winter 2012 Volume 18:4
- Bright Prospects for Title Insurers (page 1)
Fall 2012 Volume 18:3
- Are Homebuilders Rising from the Dead? (page 1)
Summer 2012 Volume 18:2
- Retirement Planning - Revisited (page 1)
Spring 2012 Volume 18:1
- Heading the Wrong Way (page 1)
Winter 2011 Volume 17:4
- Inflation Hedges (page 1)
Fall 2011 Volume 17:3
- Market Volatility and Behavioral Pitfalls (page 1)
Summer 2011 Volume 17:2
- Dollar's Reserve Status (page 1)
Spring 2011 Volume 17:1
- Importance of Return-on-Equity (page 1)
- Social Security Retirement Benefits (page2)
Winter 2010 Volume 16:4
- When Will the Big-Cap Stock Cycle Turn? (page 1)
- Preferred Stocks(page 2)
- Fall 2010 Volume 16:3
- Retirement Planning(page 1)
Summer 2010 Volume 16:2
- Balance is Key (page 1)
- Economic Moats (page 2)
Spring 2010 Volume 16:1
- What Makes PDV Different from Other Firms? (page 1)
- We Are Our Own Worst Enemies (page 3)
Winter 2009 Volume 15:4
- Prospecting Among Acquirers of Failed Banks (page 1)
- Taxable Custodial Accounts Versus Custodial 529 Plan Accounts (page 3)
Fall2009 Volume 15:3
- Is theMarket Recovery Sustainable?(page 1)
- Dollar Devaluation (page 3)
Summer 2009 Volume 15:2
- Fair Value Measurement (page 1)
- Investing in Bonds vs. Bond Mutual Funds (page 4)
Spring 2009 Volume 15:1
- Bank Nationalization Hysteria (page 1)
Winter 2008 Volume 14:4
- Market Update: Questions and Answers (page 1)
Fall 2008 Volume 14:3
- WaMu: Anatomy of a Murder (page 1)
Summer 2008 Volume 14:2
- When Will the Oil Bubble Pop? (page 1)
- Some Good News (page 3)
Spring 2008 Volume 14:1
- The Housing and Credit Markets: Some Relief? (page 1)
- Some Useful Research Resources (page 3)
Winter 2007 Volume 13:4
- Analyzing Financial Companies (page 1)
Fall 2007 Volume 13:3
- Market Update (page 1)
- Analyzing Short Interest as Contrarian Indicator (page 3)
- What Bonds to Buy (page 4)
Summer 2007 Volume 13:2
- PDV Equity Research (page 1)
Spring 2007 Volume 13:1
- Should You Dump That Slumping Mutual Fund? (page 1)
Winter 2006 Volume 12:4
- A Sensible Accumulation and Withdrawal Plan for Retirement (page 1)
Fall 2006 Volume 12:3
- Share Repurchase Programs (page 1)
- Equity Options: Volatility as Your Friend (page 2)
Summer 2006 Volume12:2
- Traditional Versus Roth IRAs (page 1)
Spring 2006 Volume 12:1
- How to Pick Stock Mutual Funds (page 1)
- The New Roth 401(k) (page3)
Winter 2005 Volume 11:4
- Regression to the Mean: an Optimistic View (page 1)
- The Brouhaha Over Hedge Funds:Caveat Emptor(page 2)
- The Curse of Perfection (page 3)
Fall 2005 Volume 11:3
- Timing of Stock Purchases (page 1)
- Technology Companies and the Inventory Cycle (page 2)
- Investment Opportunities (page 4)
Summer2005 Volume 11:2
- The Critical Role of Cash(page 1)
- Who's Watching Your 401(k) Account?(page 2)
Spring 2005 Volume 11:1
- Making IRA Contributions (page 1)
- Definition of Risk (page 2)
- Normalized Earning Power (page 3)
- Valuation as Risk Assessment (page 4)
Winter 2004 Volume 10:4
- PDV's Investment Philosophy (page 1)
- Margin of Safety (page 2)
- Business Value v. Stock Price (page 3)
Fall2004 Volume 10:3
- PDV Services (page 1)
- Our Own Worst Enemy (page 2)
- Thoughts on Diversification (page 3)
Summer 2004 Volume 10:2
- Frequently Asked Questions (page 1)
Spring 2004 Volume 10:1
- PDV Website (page 1)
- Keys to Investment Success (page 2)
- What to Expect from PDV (page 3)
Winter 2003 Volume 9:4
- PDV Is Very Different from Other Investment Advisory Firms (page 1)
- Overall Portfolio Valuation as Indicative of Future Account Progress (page 3)
Fall 2003 Volume 9:3
- PDV Developments (page 1)
- Deception of Reported Earnings (page 2)
Summer 2003 Volume 9:2
- Market Update (page 1)
- Custodial or 529 Plan Account (page 2)
- Following Insider Trading (page 3)
Spring 2003 Volume 9:1
- Use a Wide-Angle Lens (page 1)
- All Sales Are Not Created Equal (page 3)
- Preferred Stocks (page 4)
Winter 2002 Volume 8:4
- Comparing Bond Yields (page 1)
Fall 2002 Volume 8:3
- PDV Developments (page 1)
- Market Reversal? (page 1)
Summer 2002 Volume 8:2
- Accounting 101 (page 1)
Spring 2002 Volume 8:1
- Staffing Additions at PDV (page 1)
- Rethinking 401(k) Accounts (page 2)
Winter 2001 Volume 7:4
- 529 Savings Plans: Not Quite a Free Lunch (page 1)
- Expect Tame Market Returns for Next Few Years (page 2)
- PDV Stock-Picking Principles (page 3)
Fall 2001 Volume 7:3
- This Horrendous Bear Market Will End (page 1)
- A Different Perspective on How to Look at Risk (page 3)
Summer 2001 Volume 7:2
- Variable Annuities (page 1)
Spring 2001 Volume 7:1
- Bad Connection: Hanging Up on the Telecommunications Sector (page 1)
Winter 2000 Volume 6:4
- A Post-Mortem: Momentum Investing Gets a Failing Grade (page 1)
- NASDAQ & Tech Stocks: The Bottomless Pit (page 3)
Fall 2000 Volume 6:3
- While Momentum Falters, Value Resurges: Long Live Value! (page 1)
- Wall Street Hates the Retail Sector: Time to Go Shopping (page 2)
Summer 2000 Volume 6:2
- Value Investing Wins Over Time (page 1)
- Stock Options for Tech Companies: the Downward Spiral (page 2)
Spring 2000 Volume 6:1
- New Era, New Metrics, Same Old Story (page 1)
Winter 1999 Volume 5:4
- Value Investing Will Shine Again (page 1)
Fall 1999 Volume 5:3
- A Brief Market Update (page 1)
- The Art of Selling (page 1)
- The Crucial Link: Realistic Expectations and Good Investment Results (page 3)
Summer 1999 Volume 5:2
- The Demise of Value Stocks Has Been Greatly Exaggerated (page 1)
- Anchoring: Don't Let It Weigh Down Your Portfolio (page 2)
- There's a Price for Everything (page 3)
Spring 1999 Volume 5:1
- A Tale of Two Markets: A Bear Dressed Up in Bull's Clothing (page 1)
- Warren Buffett: Revered and Ignored At the Same Time (page 3)
Winter 1998 Volume 4:4
- Value Stock Mutual Funds: What's the Prognosis? (page 1)
- Successful Investing: Managing Odds Using Knowledge, Courage & Emotional Discipline (page 3)
Fall 1998 Volume 4:3
- Buying What's Popular When It's Popular: a Formula for Financial Disaster (page 1)
- Review of Earlier Observations (page 3)
- Real Estate Investment Trusts Revisited (page 5)
Summer 1998 Volume 4:2
- Shape of the Treasury Yield Curve (page 1)
- Junk Bonds Are Thriving (page 2)
- Buy Low, Sell High (page 3)
Spring 1998 Volume 4:1
- Valuation Analysis: A Risk Management, Not a Market Timing, Tool (page 1)
- Warren Buffett Speaks: The Market Listens... to the Wrong Message (page 3)
Winter 1997 Volume 3:4
- Asia's Miracle Turned Debacle (page 1)
- Dichotomy Between the Intellect and the Gut: Some Things Will Never Change (page 3)
Fall 1997 Volume 3:3
- New Changes in Capital Gain Taxes (page 1)
- Merger Mania: Should You Take the Bait? (page 2)
- It's Time to Temper One's Expectations (page 3)
Summer 1997 Volume 3:2
- The Good, the Bad and the Ugly (page 1)
- PDV Stock-Picking Principles (page 1)
Spring 1997 Volume 3:1
- Investor Strategies to Save Taxes (page 1)
- A Market Update (page 1)
- How Making IRA Contributions Can Benefit You (page 4)
Winter 1996 Volume 2:4
- A Personal Note (page 1)
- Real Estate Investment Trusts: How They Might Benefit You (page 1)
- Earnings Versus Normalized Earnings: It's Important to Know the Difference (page 3)
Fall 1996 Volume 2:3
- Comparing Bond Yields (Part 3) (page 1)
- Buying Bonds: Are You Being Ripped Off? (page 2)
Summer 1996 Volume 2:2
- Recent Market Developments (page 1)
- Comparing Bond Yields (Part 2) (page 2)
- Description of Bond Ratings (page 4)
Spring 1996 Volume 2:1
- Comparing Bond Yields (page 1)
- Buy and Hold: Not a Strategy for All Seasons (page 2)
- Price-to-Book Ratio (page 3)
Winter 1995 Volume 1:4
- A Personal Note (page 1)
- A Few Thoughts on Risk (page 1)
- The Allure of Short-Term Bond Funds (page 2)
- The Significance of the Market Yield (page 3)
Fall 1995 Volume 1:3
- Variable Annuities (Part 2) (page 1)
- Closed-End Mutual Funds (page 2)
- Stock Indexes (page 3)
Summer 1995 Volume 1:2
- The Benefits of Asset Allocation (page 1)
- Variable Annuities (Part 1) (page 3)
- A Primer on Mutual Funds (page 3)
- PDV Offers Assistance in Managing Portfolios Through Mutual Funds (page 6)
Spring 1995 Volume 1:1
- A Primer On the Risks of Bond Investing (page1)
- Mortgage-Backed Securities: Not Your Typical Bond (page 2)
- PDV Offers Assistance on Managing Retirement Assets (page 4)
- Price-Earnings Ratio: A Useful But Imperfect Measure (page 5)