Weekly Commentary

  Panic Weekly Market Commentary 6-18-12 Tim Phillips, CEO – Phillips and Company   As a professional investor and advisor, I have had the dubious privilege to write – on a few occasions now – some basic lessons about investing during critical times. Over my 25+ years of experience (and mistakes), the last five take […]

Most days in Oregon, all we expect to see are clouds and rain, it doesn’t matter if it is December or July. In fact, I can’t really remember a 4th of July without clouds and some rain. I know we have had them, but it’s just that I’ve grown to expect clouds and rain. That’s […]

  Weekly Market Commentary 6-4-12   Tim Phillips, CEO – Phillips and Company   If you watch TV or shop at a convenience store, you have certainly seen 5 Hour Energy drinks. This two ounce shot promises to give you a quick, and temporary, energy boost with no side effects. It’s like a sugar high, […]

Weekly Market Commentary 5-29-12 Tim Phillips, CEO – Phillips and Company   Developing an ability to look at counterfactual information is one of the hardest things for a professional investor to do. Today, it’s fairly easy to look at the world and see some pretty bad news: China is slowing – The government lowered its […]

Weekly Market Commentary 5-21-12 Tim Phillips, CEO – Phillips and Company How can a country with 11 million people and 300 billion in GDP take down the world? Since Greece’s troubles reared its ugly head, European and Asian markets are down 9-15% for the month. The US has fared slightly better, but still down 7% […]

  Weekly Market Commentary 5-14-12 Tim Phillips, CEO – Phillips and Company Myron F. Weiner wrote an article in the Journal of Medical Economics entitled, “Don’t Waste a Crisis — Your Patient’s or Your Own.” While many people want to take credit for this quote, its exact form can be traced back to Mr. Weiner. […]

  Weekly Market Commentary 5-7-12 Even before February 1st when Facebook filed with the SEC to go public, investors have wanted to get their hands on Facebook. It now appears that investors will get the opportunity on May 18th. We normally don’t highlight specific companies or IPOs; however, given that this will be the largest […]

Weekly Market Commentary 4-30-12 Tim Phillips, CEO – Phillips and Company On Friday the BEA released US GDP numbers for the first quarter of this year. Unfortunately, GDP grew by only 2.2%, slower than last quarter’s growth of 3%. So the economy is slowing, but before we dig into the numbers it’s important to remember […]

Weekly Market Commentary Tim Phillips, CEO – Phillips and Company 4-23-12 Our markets have had a tremendous run during the first quarter of 2012. The P/E multiple on the S&P 500 has expanded to 14 from 13.2 since the beginning of the year and earnings for the first quarter are coming in very strong. According […]

Weekly Market Commentary 4-16-12 The markets have had a great start to the year. The S&P 500 was up 12.6% for the first quarter, making it the best first quarter since 1998. Now the focus will be on company earnings with the first quarter earnings season getting underway. As of Friday only 24 companies have […]