Ask the Rational Investor: Banks are Back!
Monday, December 4, 2023
The last two years have been challenging for bank stock investors as they have dramatically underperformed the S&P Financial Sector (-7%) and S&P 500 (-0. 2%) compared to many of the largest banks, declining 30-50% over the same period.
Beese Fulmer Investment Management, Inc. Partners with Alta Trust to Launch Beese Fulmer Collective Investment Trust and Beese Fulmer Quality Equity Fund
Thursday, November 16, 2023
CANTON, Ohio, Nov. 16, 2023 -- Beese Fulmer Investment Management, Inc.
Beese Fulmer Investment Management, Inc. Achieves GIPS Compliance
Wednesday, October 11, 2023
Canton, Ohio, October 10, 2023 - Beese Fulmer Investment Management, Inc.
US Economy: A Transformative Economic Landscape is on the Horizon
Sunday, October 1, 2023
Our Investment Committee meets weekly to engage in a comprehensive analysis of key macroeconomic factors impacting our portfolio companies. One recurring theme in our discussions this year has been the resilience of the labor market.
Third Quarter 2023 Market Recap and Looking Forward
Sunday, October 1, 2023
When the consensus opinion on the economic outlook changes, the financial markets respond.
Rational Investing in an AI Bonanza
Sunday, October 1, 2023
Excitement about Artificial Intelligence has been a major driver of the S&P 500’s performance this year.
Stagflation 101: What It Means for Your Portfolio and How to Position for It!
Sunday, October 1, 2023
Stagflation is a rare but serious economic phenomenon that can pose significant risks for wealthy investors.
Is inflation really subsiding?
Sunday, October 1, 2023
Until the last two weeks or so the stock market resembled the bull market after the pandemic. Led by growth stocks such as Tesla, Nvidia, Microsoft and others on the excitement surrounding generative artificial intelligence.
A closer look at the Timken Company
Sunday, September 3, 2023
The Timken Company, a long-standing pillar of the American industrial sector headquartered in Canton, Ohio, recently announced second-quarter results for 2023. Financial trends remain strong but recent stock price performance has been poor after the results.
Investment Outlook: The Challenges of US Infrastructure Spending
Monday, July 31, 2023
More than $2 trillion is currently sitting in Federal coffers. Between now and 2032, every penny will be invested in United States infrastructure.
Be careful investing in artificial intelligence
Sunday, July 2, 2023
Over the last several months, investors’ exuberance towards anything related to artificial intelligence or A. I.
Give your portfolio a makeover with ULTA Beauty
Sunday, June 4, 2023
As we have written in past Ask the Rational Investors, we focus on identifying highly profitable companies with predictable growth that return cash to shareholders. One company that combines all three of these attributes is ULTA Beauty.
Ask the Rational Investor: Investing in Predictable Railroads
Monday, January 2, 2023
An investment philosophy is an important and often overlooked part of any portfolio.
Ask the Rational Investor: Checking the 2023 Market Outlook
Monday, December 5, 2022
Over the last several months the U. S. stock market has recouped about half of 2022’s decline—begging the question if the worst is over, or if investors should brace themselves for more stock market volatility in 2023.
Ask the Rational Investor: Big Data Impacting Insurance Underwriting
Monday, November 7, 2022
When you think of insurance you probably think of Geico’s Gecko or Progressive Insurance’s Flo. Your investment portfolio likely owns one or many insurance companies.
Investment Outlook - The Investor and Market Fluctuations
Friday, October 21, 2022
Ben Graham coined this title for Chapter 8 of his classic 1949 book titled “The Intelligent Investor.