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Posted on January 9th, 2013 by Barry Schwartz

In a recent white paper, famed investment thinker Michael Mauboussin raised an interesting question to shareholders, “If you own the shares of a company because you believe the stock is undervalued, why would you ever want the company to pay a dividend instead of buying back shares? Most shareholders will say, why not receive a […]

Posted on December 19th, 2012 by Barry Schwartz

1)      Focus on dividends. Buy companies that have a history of raising dividends each and every year. A company that raises its dividend signals confidence for the following year. 2)     Don’t overpay. Buy companies that are trading at a Price Earnings ratio (P/E) which is less than the P/E of the overall market. Currently, the S&P 500 […]

Posted on December 12th, 2012 by David Baskin

Baskin Financial is a buy and hold investor.  We tell clients to expect a turnover rate of about 20% per year in their portfolios – that is, about two out of ten stocks they own will be sold in any year and replaced with new ones.  From time to time we read articles suggesting that […]

Posted on November 21st, 2012 by Barry Schwartz

The laundry list of worries continued to grow in November, thanks to the flare up in the Middle East and the fear that the U.S. economy will go tumbling over the “Fiscal Cliff”. When added to concerns about rising deficits in the U.S., a slowdown in China, a complete mess in Europe and a possible […]

Posted on November 5th, 2012 by David Baskin

Every October for the past six years we have presented our financial outlook for the coming year to our clients.  This year we held our event on October 25th, and for the first time, we had a professional video made.   We will soon have a link to the video on our website, so that those […]

Posted on October 19th, 2012 by Barry Schwartz

Leverage buyouts (or the LBO) reached a frenzied pace in 2007. Nine of the top ten largest leveraged buyouts in history occurred in 2007, as private equity shops used loose lending standards, high valuations and low interest rates to their advantage. As we know all too well, this party ended abruptly and in tears a […]