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Altrius Capital Blog

05 Sep 2018

Nike, Kaepernick and the Flag

Posted by James Russo

We don’t currently own Nike; however, this is not due to some patriotic position for or against the company’s recent ad campaign featuring Colin Kaepernick. Instead, it is based upon an unprejudiced review of Nike’s valuation, financials and its paltry 1% dividend payout.

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Topics: Dividends, Politics, Investing

19 Mar 2018

Why Do We Purchase Stocks That Decline in Value?

Posted by James Russo

I'm in the only business in which no one wants to purchase something when it is 25% lower in price!

This past week, a client asked the good question of why we would purchase a company such as Mattel which has declined in value and sell or trim our positions in companies which have risen in price - particularly when the company doesn't pay a dividend which is generally at the core of our philosophy and critical to our client's future retirement success. Because this question goes to the core of our investment process, I thought I would share my answer with our friends, clients and investors. My reply email is enclosed as follows:

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Topics: stocks, Dividends

08 Feb 2018

Rise of the Machines – And How to Beat Them

Posted by James Russo

Today's 1000+ point plunge for the Dow Jones Industrial Average can be attributed primarily to algorithmic, programmed trading. In an absence of any particular news during a trading day, the massive selling (or buying) that occurs during the opening or final hour of a trading day illustrates that a good deal of selling is occurring because of broken technical market levels which triggers further selling and a negative feedback loop. In addition, the massive rise of passive investing in indexes - which are laden with overvalued growth stocks unlike the reasonably priced value-based, dividend stocks we own - is major contributor to the recent sell-off as valuations come back down to earth for such overpriced companies.

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Topics: Dividends, market fluctuations, Financial Advice, Advice

05 Feb 2018

"Now Is Always the Hardest Time to Invest"

Posted by James Russo

Today's 2%+ market sell-off has certainly unnerved some investors.  Like any market move in the short-term, it's important to take a deep breath and think about your long term goals as we assess our outlook and strategy.  So, has anything changed?

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Topics: Investing, Dividends, Long Term Investment

02 Jan 2017

A New Year’s Resolution for Cash…What Should I Do Now?

Posted by James Russo
Many prospective clients - and some clients who have held cash outside of their managed assets with us - have asked what they should do with money they've been holding in cash particularly after the market has exhibited a strong rally.  This is not a new question as I have been asked it repetitively the past eight years, particularly at the beginning of many New Year's since the financial crisis, as individuals again focus on their budgets and investments after the holiday festivities are finally complete.
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Topics: Dividends, market fluctuations, cash on hand, fully invested