Different Makes a Difference

The Odlum Brown Research Blog

  • Greece's Troubles are Sensational News But No Reason to Change Course

    By Murray Leith CFA, Executive Vice President & Director, Investment Research
    Monday, June 29, 2015
    Volatility has been notably and unusually muted in recent months, so it’s not surprising that the media is excited about the events in Greece. Don’t overreact. It’s better to make decisions based on facts, not sensational news reports. The facts suggest that calmness is warranted.
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  • Learning to Draw Better

    By Dan Hincks, CFA, Equity Analyst
    Tuesday, April 28, 2015
    Most of us aren’t very good at drawing. When we sketch a face, as Pixar Animation Studio’s co-founder, Ed Catmull, explains in his illuminating book Creativity, Inc., we typically draw the features dreadfully out of proportion resembling no one.
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  • This Time is No Different

    By Dan Hincks, CFA, Equity Analyst
    Friday, April 17, 2015
    Greece is back in the spotlight following renewed concerns of a potential default on its loans and exit from the Euro. Unfortunately, this is a position the country knows all too well, having spent over 50% of the time since 1800 in a state of default.
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  • Home Improvement

    By Cory O'Krainetz B.Sc., Equity Analyst
    Wednesday, April 01, 2015
    It has been six years since the financial crisis imperiled the U.S. housing market. While the U.S. stock market and the economy have reached new highs, demand for new homes is still down almost 30% from the long-run average. We think it is just a matter of time until that deficit is completely erased.
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  • Looking For Some Weekend Reading?

    By Dan Hincks, CFA, Equity Analyst
    Friday, March 13, 2015
    It’s that time of the year again. No, we’re not talking about Spring Break! It’s the time when many companies release their annual reports.
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  • Accepting Volatility

    By Dan Hincks, CFA, Equity Analyst
    Tuesday, March 10, 2015
    This year marks the Golden Anniversary since Warren Buffett and Charlie Munger took charge at Berkshire Hathaway. Over the past 50 years, this dynamic duo has grown Berkshire Hathaway from a struggling textile operation to a collection of world-class businesses. The result? Berkshire’s value has increased by 1,826,163%.
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