Greenskeeper Blog

Scorecard #17 – Avoiding Stupidity

… We were inspired to write about Amazon after reading a recent newspaper article touting the stock. The author acknowledged that the company generates razor-thin profit margins and that the stock trades at a “ridiculously high” price-to-earnings multiple (171x to be exact).

Feb, 06, 2017

Scorecard #15 – Noise

… At GreensKeeper, we firmly believe that the short-to-mid-term direction of the markets cannot be successfully predicted with any consistency. Yes, business cable channels will always find a so-called ‘expert’ that made a recent prediction that was spot on.

Jul, 03, 2016

Scorecard #14 – Inamatus Corus

… Media stocks remain under pressure these days. It all started back in the fall of 2015 with the selloff in Walt Disney Company’s stock (NYSE:DIS) due to subscriber declines in its ESPN division. The stocks of other media companies quickly followed suit.

Apr, 03, 2016

Scorecard #11 – Coattail Riding

… The implication of the Value Fund’s significantly lower turnover rate is that we tend to hold stocks for long periods of time at GreensKeeper. An investment strategy with a high turnover incurs additional trading expenses and triggers taxable gains

Jan, 11, 2015

Express Scripts

… Express Scripts processes 1.4 billion prescriptions a year. It uses its scale to negotiate favourable rates with pharmacies, pharmaceutical manufacturers, drug wholesalers and others in the drug supply chain.

Sep, 21, 2014