PDV Newsletter


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  • Rolling Down the Interest-Rate Yield Curve (page 1)
  • Futures Curve - Roll Yield (page 3)
 
  • Micron Technology (page 1)
 
  • What Caused the Recent Market Correction? (page 1)
  • Update on Oil Prices (page 2)
  • Costco: An Effective Competitor to Amazon (page 1)
 
  • Oil Prices: Lower for Longer? (page 1)
 
Summer 2017 Volume 23:2 
  • The Appropriate Asset Allocation Strategy for Retirement (Part 2) - Revisited (page 1)
  • The Appropriate Asset Allocation Strategy for Retirement (Part 1) - Revisited (page 1)
 
  • Bond Investing When Interest Rates Rise (page 1)
 
  • Traditional vs. Roth 401(k) Accounts (page 1)
  • Biotech Sector Looks Attractive (page 3)
 
  • How to Analyze Financial Companies
 
  • Energy Exploration and Production Companies (page 1)
 
Winter 2015 Volume 21:4

  • Why Oil Prices Will Rise in 2016 (page 1)
  • Exchange-Traded Funds (page 1)
 
  • The Appropriate Asset Allocation Strategy for Retirement (Part 2) (page 1)
 
  • The Appropriate Asset Allocation Strategy for Retirement (Part 1) (page 1)
 
  • Corning (page 1)
 
  • Tax-Saving Retirement Investment Accounts (page 1)
 
  • Some Additional Ideas on Risk Management (page 1)
 
  • The Next TV Cycle (page 1)
  • Some Ideas on Risk Management (page 1) 
  •  Prepare for Heightened Volatility (page 1)
 
  • Will Rising Rates Kill the Housing Recovery? (page 1)
     
  • Wintel 2.0? (page 1) 
 
Winter 2012 Volume 18:4
  • Bright Prospects for Title Insurers (page 1)
  • Are Homebuilders Rising from the Dead? (page 1)
 
  • Retirement Planning - Revisited (page 1)
 
Spring 2012 Volume 18:1
  • Heading the Wrong Way (page 1)
 
  • Inflation Hedges (page 1) 
  • 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)
  • When Will the Big-Cap Stock Cycle Turn? (page 1)
  • Preferred Stocks (page 2) 
  •  Retirement Planning (page 1)
  •  Balance is Key (page 1)
  •  Economic Moats (page 2)  
  • What Makes PDV Different from Other Firms? (page 1)
  • We Are Our Own Worst Enemies (page 3) 
  • Prospecting Among Acquirers of Failed Banks (page 1)
  • Taxable Custodial Accounts Versus Custodial 529 Plan Accounts (page 3)  
  • Is the Market Recovery Sustainable? (page 1) 
  • Dollar Devaluation (page 3)   
  • Fair Value Measurement (page 1)
  • Investing in Bonds vs. Bond Mutual Funds (page 4)  
  • Bank Nationalization Hysteria (page 1)
     
  • Market Update:  Questions and Answers (page 1) 
  • 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) 
  • 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) 
  • Regression to the Mean:  an Optimistic View (page 1)
  • The Brouhaha Over Hedge Funds:  Caveat Emptor (page 2)
  • The Curse of Perfection (page 3) 
  • Timing of Stock Purchases (page 1)
  • Technology Companies and the Inventory Cycle (page 2)
  • Investment Opportunities (page 4)
     
  • The Critical Role of Cash (page 1)
  • Who's Watching Your 401(k) Account? (page 2) 
  • Making IRA Contributions (page 1)
  • Definition of Risk (page 2)
  • Normalized Earning Power (page 3)
  • Valuation as Risk Assessment (page 4) 
  • PDV's Investment Philosophy (page 1)
  • Margin of Safety (page 2)
  • Business Value v. Stock Price (page 3) 
  • PDV Services (page 1)
  • Our Own Worst Enemy (page 2)
  • Thoughts on Diversification (page 3) 
  • 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)
  • PDV Developments (page 1)
  • Deception of Reported Earnings (page 2) 
  • Market Update (page 1)
  • Custodial or 529 Plan Account (page 2)
  • Following Insider Trading (page 3) 
  • Use a Wide-Angle Lens (page 1)
  • All Sales Are Not Created Equal (page 3)
  • Preferred Stocks (page 4) 
  • Comparing Bond Yields (page 1) 
  • PDV Developments (page 1)
  • Market Reversal? (page 1) 
 
  • Accounting 101 (page 1)
  • Staffing Additions at PDV (page 1)
  • Rethinking 401(k) Accounts (page 2)
  • 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)
  • This Horrendous Bear Market Will End (page 1)
  • A Different Perspective on How to Look at Risk (page 3) 
  • Variable Annuities (page 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) 
  • New Era, New Metrics, Same Old Story (page 1) 
  • Value Investing Will Shine Again (page 1) 
  • A Brief Market Update (page 1)
  • The Art of Selling (page 1)
  • The Crucial Link: Realistic Expectations and Good Investment Results (page 3) 
  • 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) 
  • 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) 
  • Value Stock Mutual Funds: What's the Prognosis? (page 1)
  • Successful Investing: Managing Odds Using Knowledge, Courage & Emotional Discipline (page 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) 
  • 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) 
  • 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)
  • 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)



 


Back to top
 
 

                    Adobe Acrobat (pdf)Adobe Acrobat Reader             Microsoft ExcelMicrosoft Excel Viewer
                    Microsoft WordMicrosoft Word Viewer             Microsoft PowerPointMicrosoft PowerPoint Viewer

With the free Adobe ® Acrobat ® Reader ® software, you can view and print Adobe Portable Document Format (PDF) files. If you do not already have Microsoft ® Word ®, Excel ® or Power Point ® installed on your computer, the viewers enable you to view and print Word documents, Excel spreadsheets and Power Point presentations. If you already have Word, Excel or Power Point installed on your computer, you do not need to download these viewers. To download any of these free programs, click a link above.

 

 

 

 

Printer friendly version

  
 
  • Micron Technology (page 1)
 
  • What Caused the Recent Market Correction? (page 1)
  • Update on Oil Prices (page 2)
  • Costco: An Effective Competitor to Amazon (page 1)
 
  • Oil Prices: Lower for Longer? (page 1)
 
Summer 2017 Volume 23:2 
  • The Appropriate Asset Allocation Strategy for Retirement (Part 2) - Revisited (page 1)
  • The Appropriate Asset Allocation Strategy for Retirement (Part 1) - Revisited (page 1)
 
  • Bond Investing When Interest Rates Rise (page 1)
 
  • Traditional vs. Roth 401(k) Accounts (page 1)
  • Biotech Sector Looks Attractive (page 3)
 
  • How to Analyze Financial Companies
 
  • Energy Exploration and Production Companies (page 1)
 
Winter 2015 Volume 21:4

  • Why Oil Prices Will Rise in 2016 (page 1)
  • Exchange-Traded Funds (page 1)
 
  • The Appropriate Asset Allocation Strategy for Retirement (Part 2) (page 1)
 
  • The Appropriate Asset Allocation Strategy for Retirement (Part 1) (page 1)
 
  • Corning (page 1)
 
  • Tax-Saving Retirement Investment Accounts (page 1)
 
  • Some Additional Ideas on Risk Management (page 1)
 
  • The Next TV Cycle (page 1)
  • Some Ideas on Risk Management (page 1) 
  •  Prepare for Heightened Volatility (page 1)
 
  • Will Rising Rates Kill the Housing Recovery? (page 1)
     
  • Wintel 2.0? (page 1) 
 
Winter 2012 Volume 18:4
  • Bright Prospects for Title Insurers (page 1)
  • Are Homebuilders Rising from the Dead? (page 1)
 
  • Retirement Planning - Revisited (page 1)
 
Spring 2012 Volume 18:1
  • Heading the Wrong Way (page 1)
 
  • Inflation Hedges (page 1) 
  • 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)
  • When Will the Big-Cap Stock Cycle Turn? (page 1)
  • Preferred Stocks (page 2) 
  •  Retirement Planning (page 1)
  •  Balance is Key (page 1)
  •  Economic Moats (page 2)  
  • What Makes PDV Different from Other Firms? (page 1)
  • We Are Our Own Worst Enemies (page 3) 
  • Prospecting Among Acquirers of Failed Banks (page 1)
  • Taxable Custodial Accounts Versus Custodial 529 Plan Accounts (page 3)  
  • Is the Market Recovery Sustainable? (page 1) 
  • Dollar Devaluation (page 3)   
  • Fair Value Measurement (page 1)
  • Investing in Bonds vs. Bond Mutual Funds (page 4)  
  • Bank Nationalization Hysteria (page 1)
     
  • Market Update:  Questions and Answers (page 1) 
  • 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) 
  • 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) 
  • Regression to the Mean:  an Optimistic View (page 1)
  • The Brouhaha Over Hedge Funds:  Caveat Emptor (page 2)
  • The Curse of Perfection (page 3) 
  • Timing of Stock Purchases (page 1)
  • Technology Companies and the Inventory Cycle (page 2)
  • Investment Opportunities (page 4)
     
  • The Critical Role of Cash (page 1)
  • Who's Watching Your 401(k) Account? (page 2) 
  • Making IRA Contributions (page 1)
  • Definition of Risk (page 2)
  • Normalized Earning Power (page 3)
  • Valuation as Risk Assessment (page 4) 
  • PDV's Investment Philosophy (page 1)
  • Margin of Safety (page 2)
  • Business Value v. Stock Price (page 3) 
  • PDV Services (page 1)
  • Our Own Worst Enemy (page 2)
  • Thoughts on Diversification (page 3) 
  • 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)
  • PDV Developments (page 1)
  • Deception of Reported Earnings (page 2) 
  • Market Update (page 1)
  • Custodial or 529 Plan Account (page 2)
  • Following Insider Trading (page 3) 
  • Use a Wide-Angle Lens (page 1)
  • All Sales Are Not Created Equal (page 3)
  • Preferred Stocks (page 4) 
  • Comparing Bond Yields (page 1) 
  • PDV Developments (page 1)
  • Market Reversal? (page 1) 
 
  • Accounting 101 (page 1)
  • Staffing Additions at PDV (page 1)
  • Rethinking 401(k) Accounts (page 2)
  • 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)
  • This Horrendous Bear Market Will End (page 1)
  • A Different Perspective on How to Look at Risk (page 3) 
  • Variable Annuities (page 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) 
  • New Era, New Metrics, Same Old Story (page 1) 
  • Value Investing Will Shine Again (page 1) 
  • A Brief Market Update (page 1)
  • The Art of Selling (page 1)
  • The Crucial Link: Realistic Expectations and Good Investment Results (page 3) 
  • 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) 
  • 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) 
  • Value Stock Mutual Funds: What's the Prognosis? (page 1)
  • Successful Investing: Managing Odds Using Knowledge, Courage & Emotional Discipline (page 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) 
  • 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) 
  • 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)
  • 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)



 


Back to top
 
 

                    Adobe Acrobat (pdf)Adobe Acrobat Reader             Microsoft ExcelMicrosoft Excel Viewer
                    Microsoft WordMicrosoft Word Viewer             Microsoft PowerPointMicrosoft PowerPoint Viewer

With the free Adobe ® Acrobat ® Reader ® software, you can view and print Adobe Portable Document Format (PDF) files. If you do not already have Microsoft ® Word ®, Excel ® or Power Point ® installed on your computer, the viewers enable you to view and print Word documents, Excel spreadsheets and Power Point presentations. If you already have Word, Excel or Power Point installed on your computer, you do not need to download these viewers. To download any of these free programs, click a link above.

 

 

 

 


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