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Ann Marie Ott – Ford (F) Research Report

Posted by Date Posted: August 22, 2016 Posted in Uncategorized

Upon previously finding value with GM, Ms. Ott researches Ford Motor Company.  As with previous reports, Ann Marie considers all aspects of the firm (value, growth, profitability, stability, etc) when making a recommendation.  Like GM, she finds compelling valuation reasons to consider Ford in your portfolio.   AM Ott – Ford (F)

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Ann Marie Ott – iRobot (IRBT) Research Report

Posted by Date Posted: July 24, 2016 Posted in Uncategorized

Ann Marie Ott has completed an analysis of Boston based iRobot (IRBT) for your consideration.  Ms. Ott was quite interested in the investment prospects of this company given the increasing personal, industrial and military use of robots.  Like Eunoia Financial, Ann Marie believes the future of military robots to be a particularly attractive, and potentially…

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Market Valuation

Posted by Date Posted: July 19, 2016 Posted in Uncategorized

The enclosed attempts to understand the current market valuation and answer who the bigger fools are – those investing or those not investing in the current market. Market Valuation

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Ann Marie Ott – Boston Beer Company (SAM) Research Report

Posted by Date Posted: July 12, 2016 Posted in Uncategorized

Please allow me the pleasure of introducing Ann Marie Ott.  Ann Marie is a rising senior at Harvard College studying Economics, Econometrics and Statistics.  While studying at Harvard is enough for most, Ann Marie adds student manager of the Women’s Varsity Ice Hockey Team, captain of the Women’s Club Ice Hockey Team and like the…

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Just Thinking…

Posted by Date Posted: March 30, 2016 Posted in Uncategorized

To All Clients, In February, Janet Yellen backtracked on her prior commitments to raising interest rates in 2016.  In response, the equity market has performed well.  As background, the equity market generally does not do well in a rising interest rate environment as enough money is pulled and then reinvested in bonds and other instruments…

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