GEA Special Reports
THE FUNDAMENTALS OF OUR SELL DISCIPLINE REVISITED
(March 12, 2010)
In our original Special Report of When to Sell Oil Stocks Part 2 – Valuations we provided several valuation metrics that we would use to help us determine when to sell our positions.
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Revisiting Our Sell Discipline Part One
(February 11, 2010)
In 2005 we wrote three Special Reports about our sell discipline for the GEA portfolio.We are proud to say that our outlook and advice was solid, and is one of the reasons why our performance has been so good.
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2009 GEA 2 Portfolio Performance Details
(January 5, 2010)
GEA 2 had a great year. Here are the details...
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2009 GEA Portfolio Performance
(January 4, 2010)
The Original GEA portfolio had it's second best year, and GEA 2 had the best year we have ever had.
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Earlier Special Reports:
2009
2008
2007
2006
2005
2004
Other GEA Archives
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