Different Makes a Difference

The Odlum Brown Research Blog

  • Odlum Brown Model Portfolio - 20 in 20

    By Murray Leith CFA, Executive Vice President & Director, Investment Research
    Friday, January 23, 2015
    We were hoping to be able to declare that the Odlum Brown Model Portfolio appreciated 20-fold in 20 years, but we didn’t quite make that milestone by December 15, 2014.
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  • We Are Not Changing Our Bullish Tune

    By Murray Leith CFA, Executive Vice President & Director, Investment Research
    Tuesday, January 06, 2015
    Equities have had a bad start to the year and a number of strategists are saying that stocks could continue to struggle. Indeed, Bill Gross, who formerly ran the world’s largest bond fund at Pimco, declared “the good times are over” in a recent memo. While he holds out hope for high-quality assets, he says, “When the year is done, there will be minus signs in front of returns for many asset classes.”
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  • Thoughts on the Energy Sector

    By Fai Lee CGA, CFA, Equity Analyst
    Monday, December 15, 2014
    Buy Low, Sell High. It’s very simple investment advice isn’t it? Unfortunately, it’s not that easy to execute.
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  • Do You Rent or Own?

    By Dan Hincks, CFA, Equity Analyst
    Thursday, December 11, 2014
    It’s a question that is always being asked when it comes to housing, but not enough when it comes to investment portfolios.
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  • Investors Ask the Wrong Question

    By Murray Leith CFA, Executive Vice President & Director, Investment Research
    Monday, November 24, 2014
    Is there going to be a correction?” With the financial crisis of 2008/09 still fresh in people’s minds, and the media forever warning that the sky is falling, we don’t blame investors for asking. But it’s the wrong question.
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  • The Problem With Rentals

    By Dan Hincks, CFA, Equity Analyst
    Monday, November 17, 2014
    If your rental car gets dirty on a trip, odds are you won’t wash it. But once you’re back at home with your own car, things are much different. Wax and soap are just as much a part of your vehicle’s life as its fuel.
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