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AFAM Capital
AFAM Capital is a 39 year-old boutique investment management firm that serves individual investors, institutions, and advisors across the country through private /separately managed accounts, mutual funds, and an investment newsletter.
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Financial Planner / Adviser
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AFAM Capital
The Little Newsletter That Crushed the Market
Mark Hulbert published a piece titled "The Little Newsletter That Crushed the Market" in Barron's on February 23, 2017. "It pays to have nerves of steel. That’s the most important lesson to emerge from the Prudent Speculator’s position as one of this ...
Mar 29, 2017
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AFAM Capital
Tutor Perini And Tyson Foods - Short-Term Pain But Long-Term Opportunity
To download our free report on investing during the election, click here . Two weeks ago at the San Francisco Sohn Investment Conference, Carson Block of short-oriented investment research firm Muddy Waters Research revealed a short position in one ...
Oct 17, 2016
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AFAM Capital
ACT QUICKLY AND DO NOTHING
Your Guide to Navigating Financial Turbulence 4 Types of market disruptions that require a steady hand: 1: Federal Reserve Rate Hikes 2: Natural Disasters & Epidemics 3: War 4: Market Crisis & Other Events As a human, your natural, ingrained response ...
Oct 13, 2016
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AFAM Capital
How To Invest During The Election
It’s election year again, and you’re probably asking how the results will impact your investments. Given the unusual run up to the election, and the party nominations on both sides, the upcoming U.S. elections have been a hot topic to say the least. ...
Oct 13, 2016
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AFAM Capital
Anniversaries, announcements, and advice- Celebrating 39 years!
Happy Anniversary to us! It is hard to believe that we are now in our 40th year of publication for The Prudent Speculator newsletter. March 10, 1977 is a day we will forever remember because it is the inception date for our original portfolio, TPS ...
Mar 10, 2016
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Talia Harmacek
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AFAM Capital
John Elway's Lost Bronco Riches And The Miracle of Compounding
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The sloppy Super Bowl saw Denver throttle Carolina by a score of 24-10, a disappointing result for those who follow the Super Bowl Indicator. As an old AFL team, the victory by the Broncos suggests a less favorable outlook for stocks than if the ...
Feb 12, 2016
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Talia Harmacek
,
AFAM Capital
Generous Dividend Yields And Long Term Optimism: Is Amgen A Smart Investment?
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Though the weight of the evidence supports the consensus view that a domestic economic recession is not in the cards, there remains plenty of concern about the health of corporate profits, even as the slew of Q4 results that have been reported ...
Feb 05, 2016
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AFAM Capital
2016 Market Outlook
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The following is an excerpt from our 2016 Market Outlook. To request a copy of the full report, please click here . PERSPECTIVE ON THE BIG JANUARY DOWNTURN 2016 got off to an awful start with the worst first two weeks in history, as evidenced by ...
Feb 02, 2016
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AFAM Capital
Rising Rates: A Review of Domestic vs. International Equity Performance
Since 2008, the Federal Open Market Committee (FOMC) has maintained one of the most accommodating monetary policies since the Federal Reserve Board began open market operations in the 1920’s. The present low-rate environment has contributed to the ...
Dec 04, 2015
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AFAM Capital
The Most Wonderful Time of the Year Series - Part 3
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Market history suggests that Value Stocks and Dividend Payers have been the place to be for those who share our long-term time horizon, with the former averaging a 13.5% annualized rate of return from 1927-2014, and the latter posting a 10.4% average ...
Dec 02, 2015
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AFAM Capital
The Most Wonderful Time of the Year Series - Part 2
Of course, scary September and October, statistically the two worst months of the year, illustrate that the calendar matters little when investor sentiment quickly shifts. Indeed, rounding out an ugly third quarter, September 2015 saw the S&P 500 ...
Nov 24, 2015
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AFAM Capital
The Most Wonderful Time of the Year Series - Part 1
No, it’s not the parties for hosting or the marshmallows for toasting or caroling out in the snow. Nor is it the scary ghost stories or tales of the glories of Christmases long, long ago. With apologies to Andy Williams, it’s the most wonderful time ...
Nov 24, 2015
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AFAM Capital
Stock Market Perspective on Paris 2015...Mumbai 2008, London 2005, Madrid 2004 & USA 2001
Needless to say, Friday the 13th was truly a very frightening day this time around, given the coordinated terrorist attacks that left 129 dead and hundreds injured across the City of Light. And the toll could have been far greater had security not ...
Nov 19, 2015
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AFAM Capital
Are Stock Applications Hurting Your Portfolio?
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It’s 2015 and people utilize their smart phones for just about everything. You can FaceTime a family member across the country, order food to be delivered to your door and access the stock market with the touch of a button. Though technology is ...
Nov 13, 2015
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AFAM Capital
Is Apple A Buy Now That November Is Here And There Is Reason To Cheer?
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Download our free report, The Case for Value Investing , here . ----------- We have just published the November edition of The Prudent Speculator . In addition to five first-time recommendations this month, our Graphic Detail takes a look at the ...
Nov 07, 2015
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AFAM Capital
Gauging Global Markets
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A post from the Innealta division at AFAM Capital. The efficient management of actively managed portfolios requires the consideration of a diverse range of risks inherent to global multi-asset-class research. Indeed, expanding the investment ...
Nov 04, 2015
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AFAM Capital
Is Microsoft a Value or a Growth Stock?
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While it would seem that the markets have Mario Draghi (the head of the European Central Bank hinted that the ECB may take action as early as December to attempt to boost growth and inflation in the Eurozone) and the People’s Bank of China (the ...
Oct 28, 2015
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Global Markets Skip Summer Break
Sponsored by Diamond Hill
Markets climbed in August despite trade wars, tariffs and inflation fears. See how global equities hit new highs while volatility created opportunity for investors. (4 min read)
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