American International Group (AIG) Reports 2Q12

American International Group (AIG) reported 2Q12 earnings after the market close 8/2/12 and held their conference call on 8/3/12. It is an excellent Continue Reading

American Capital (ACAS) Reports 2Q12

American Capital (ACAS) reported 2Q12 earnings after the market close 7/31/12 and held the conference call at 10 CT on 8/2/12. It is a good report and Continue Reading

Risk and Investor Discipline

We have been taught that a high rate of return requires that we take greater risks and the way to manage that risk is diversification. This is flat Continue Reading

Brookfield Asset Management (BAM) Reports Strong 1Q12 Results

Brookfield reported strong financial and operating performance and remains well positioned for future growth. The investments made over the past four Continue Reading

Brookfield Infrastructure LLP (BIP) Reports 1Q12

Brookfield Infrastructure (BIP) today announced results for the 1Q12.  No surprises here; good solid performance with Australian railroad expansion Continue Reading

A Case for Value Investing

There are no doubt many ways to invest and I tried many. Some of the most successful investors use a value investing framework. The value framework Continue Reading

Continued Good news on AIG

On May 4 The Federal Reserve Bank of NY (FRBNY) announced it is seeking bids for additional Maiden Lane III assets, called Triaxx CDOs, in response to Continue Reading

American International Group (AIG) Report for 1Q12

American International Group (AIG) reported earnings after the market close 5/3/12. It is an excellent report as our investment thesis remains on Continue Reading

American Capital (ACAS) Reports 1Q12

American Capital LTD (ACAS) reported 1Q12 earnings after the market close 5/1/12 and held the conference call today at 10 CT. It was another good Continue Reading

American International Group, Inc. Thesis

American International Group, Inc. (AIG): American International Group, Inc. (AIG) is a leading international insurance company serving customers Continue Reading