CNBC Power Lunch – Tech on a Tear 2.8.17
The Nasdaq market continues to post new highs, but what types of technology companies are poised to push it higher? Will it be value-tech of growth-tech? Are you wondering what the difference is?
Looking Back, Looking Forward
At the end of each year, we like to look back on the year that was and consider what we got right, what we got wrong, and what we might have learned in the process. We then turn our attention to the year to come hoping that by putting our thoughts in writing, we’ll gain […]
Fourth Quarter 2016 Commentary and Performance
There is no sugar coating the obvious. In a complete reversal of our strong absolute and relative results from 2015, this year was an outright disappointment for the Broadleaf Growth Equity Portfolio and many other growth fund managers. While we were essentially flat for the full year, the degree to which we underperformed in 2016 […]
Brexit is Beautiful, Act 2
The results of last night’s election are no doubt worthy of an Economic Update. As I shared my initial thoughts with others on Facebook last night – the possible reason behind the Trump surprise and the likely impact on the financial markets today – I found it far easier to re-post what I had written […]
Third Quarter 2016 Commentary and Performance
We enjoyed a nice third quarter rebound following the second quarter, Brexit-induced swoon. The market’s returns were relatively narrow; technology as a whole did very well and select positions within the health care and consumer discretionary sectors helped our portfolio relative to the market. On a year to date basis, we are finally back into […]
Dead Lawns and Short People
What a boring few weeks it has been. Following a post Brexit bounce that was surprising to many, August has largely been, well, August – about as exciting as dead summer lawns, and for the kids, the thought of going back to school. But is this a calm before the storm? We don’t think so. […]
CNBC Power Lunch – Can the Tech Rally Continue? 8.8.16
Tech stocks continue to gain strength. Will the rally go on?
CNBC Power Lunch – Buy the Tech Rally? 7.11.16
In a market starved for growth, which types of companies within the tech sector represent the best long-term investments? CNBC reached out to Broadleaf Partners CIO, Doug MacKay, to find out.
Second Quarter 2016 Commentary and Performance
The markets continued to recover from their first quarter lows, but there is no doubt that it has not been easy going with last week’s Brexit decision the most recent speedbump in a sideways market now over eighteen months in duration. For further information on the second quarter and our investment outlook, please view a […]
Brexit is Beautiful
Brexit is not the end of the world, but the beginning of a new future. The financial markets will get rocked in the short run, but the excitement I feel for a country making an active decision to endure the well advertised short term pain for what it believes to be a superior long term […]