Get Invested, Stay Invested.: Recap

Showing posts with label Recap. Show all posts

Tuesday, April 23

Week In Review: Cardinal Sins

Recap

Bull market = Will this market ever go down?

Review

Bear market = Will this market ever go up?

What To Do

How do professional investors identify companies like Netflix (NFLX), Apple (AAPL), Ford (F), Nokia (NOK)?? Etc. Etc. before they go up?
Is your investment model broken? Let’s critique it together on the next DNA of INVESTING with Jason R. Clark presented by you! – The Individual Investor.

Quote of the Week

"In life and business, there are two cardinal sins, ... The first is to act precipitously without thought, and the second is to not act at all.” Carl Icahn, Professional Investor

We believe in You! - The Individual Investor

Stay Positive! Think Positive! Act Positive! Be Positive!

Clark Bros. is hiring Independent Registered Investment Advisor Representatives – full time, part time, anytime, anywhere. Please visit our web site at www.clarkbrothersinvestments.com for more information.

Jason R. Clark
T: 720 255 5711
jason@clarkbrothersinvestments.com
Network with me @ Facebook, Linkedin, Twitter Newsletter, YouTube, ustream

Clark Brothers Investments
Registered Investment Advisors
18810 E. Whitaker Circle
Aurora, CO 80015
www.clarkbrothersinvestments.com

Monday, March 18

Week In Review: Occam's Razor

Recap

The stock market reminds me of Occam's Razor - the simplest answer is usually the correct answer.

Review

Individual Investor's tend to over complicate the market when the simple answer is to buy low, sell high.

What To Do

Where is the Dow today? At a High = Sell the Dow ... and Buy = some deep value out of favor small caps, some mining companies, some commodities, a little healthcare - basically do the opposite of Wall Street = you'll make a lot of money! Don't forget to tune into, The DNA of INVESTING, premieres this Wednesday, March 20, 11 am MST on www.milehiradio.com.

Quote of the Week

GO Buffs! GO Rams!!

We believe in You! - The Individual Investor

Monday, March 11

Week In Review: TUNE IN. Get Invested. Stay Invested.

Recap

DNA INVESTING - "Get INVESTED. Stay INVESTED."

Review

Show airs every Wednesday 11am MST on www.MileHiRadio.com starting March 20, 2013.

What To Do

The DNA of Investing is an investment philosophy developed by Jason R Clark, founder & president of Clark Brothers Investments, in Aurora, Colorado. DNA Investing is Decision-Making, Non-Emotional, A-Political Investing. This investment philosophy is specifically designed for the individual investor. It is our strong belief that investing, like surgery, law, or any other highly skilled profession, requires professionals and professional expertise, training, and education. DNA Investing yields superior risk adjusted total returns versus any other investment philosophy – to include: do-it-yourself investing, value investing, momentum investing, trading, algorithmic trading, or hedge fund investing.

Advertising for The DNA of INVESTING is simple, fair & reasonable, and beneficial to both Clark Brothers Investments and Advertisers. Advertisers have exclusivity per their Industry and Geographic region. Clark Brothers Investments is a small business so we are looking to partner with and help other small businesses succeed. Rates are all separately negotiated and fully dependent on a Win-Win outcome.

Quote of the Week

Clark Brothers Investments - “Only the best mutual funds, ETFs, and stocks in America”

We believe in You! - The Individual Investor

Monday, March 4

Week In Review: Have you Missed This? Now What!

Recap

Have you missed this market?

Review

Now what!

What To Do

Clark Brothers Investments has the Answers. Individual Investors shouldn’t assume all investment advisors are the same. Are all doctors, lawyers, teachers, athletes the same? Of course not – see Michael Phelps or Missy Franklin. We have one specific stock, ETF and mutual fund for this market. Regardless of whether this market continues to go up, sideways or down, as a Clark Brothers Investments client, you are going to make money. Sign up today and experience the Clark Bros difference.

Quote of the Week

“Be Impeccable With Your Word, Don't Take Anything Personally, Don't Make Assumptions, Always Do Your Best.” The 4 Agreements by Don Miguel Ruiz.

We believe in You! - The Individual Investor

Wednesday, February 13

Week In Review: Do You Need One?

Recap

Do I need a Registered Investment Advisor?

Review

Absolutely, unequivocally, without hesitation … the answer is yes!!

What To Do

Specific Example of why Individual Investors should use a RIA:
http://bigcharts.marketwatch.com/quickchart/quickchart.asp?symb=dpz&insttype=&freq=2&show=&time=12
As you can see, Domino’s Pizza delivered double the return to individual investors v. Apple over the same 5 year period. There will always be another DPZ (and AAPL). A competent passionate Investment Advisor will constantly and vigorously seek out the next DPZ for their clients. If your advisor isn’t bringing you the next DPZ, you may want to give Clark Brothers Investments a call … today! – 720.255.5711.

Quote of the Week

“Anyone who is not investing now is missing a tremendous opportunity.” Carlos Slim (Net Worth $69 Billion, at the moment, The Richest Man in the World).

We believe in You! - The Individual Investor

Tuesday, February 5

Week In Review: Did You Know....

Recap

Is your advisor A student of the market?

Review

Did You (or should I say Your Advisor) know?

What To Do

Between 1964 – 1981 the DJIA went nowhere despite GDP increasing +370%. During the next 17 year span the DJIA surged from 875 in 1981 to 9,181 in 1998 as GDP increased only +177%. This is counterintuitive to say the least. So, what’s the culprit? Many, including Warren Buffett, say it’s the rate of interest. However, during 2000-2010 the DJIA went nowhere and interest rates were falling. Here is my conclusion, there is no culprit. There simply is no way to predict when a bull or bear market will begin or end. The best investment strategy for the Individual Investor is to “Get Invested. Stay Invested” – for Life!
Are you looking to improve your investment report card? Connect with us today on Facebook, Linkedin, or Twitter.

Quote of the Week

“I never attempt to make money on the stock market. I buy on the assumption that they could close the market the next day and not reopen it for five years.” Warren Buffett

We believe in You! - The Individual Investor

Monday, January 28

Week In Review: How To Be A Millionaire

Recap

Get Started Today!

Review

It’s as easy as 1, 2, 3.

What To Do

1. Use mutual funds – Buy the best, forget about the rest.
2. DCA = dollar cost average = pay yourself first each and every month.
3. Stay the course – $100 month X 12% annual return = You will be a millionaire!
Not sure how to get started? Give Clark Brothers Investments a call today–720 255 5711, we will take it from there.

Quote of the Week

“Find ecstasy in life; the mere sense of living is joy enough.” Emily Dickinson

We believe in You! - The Individual Investor

Wednesday, January 2

Week In Review: Don't Sit On The Sidelines

Recap

You play sports to win.

Review

You invest to make money.

What To Do

Clark Bros made our clients a lot of money in 2012. Don’t sit on the sidelines another year – Join the #1 Investment Team in America! Today!!

Here are a few specific examples of our 2012 results:

Best Stocks:
Bank of America (BAC) = #1 Performing Dow stock in 2012 +108%
Sprint (S) = #1 Performing S&P 500 stock (during the time our clients owned) +131%

Best ETF (housing): ITB = #1 Performing ETF in 2012.

Tell all your friends, tell all your family members, tell all your co-workers … Clark Brothers Investments is in the early stages of a lifelong hitting streak 

GO BRONCOS!!!!

Quote of the Week

"An investment in knowledge pays the best interest." - Benjamin Franklin

We believe in You! - The Individual Investor

Monday, December 17

Week In Review: Secret Recipe For Success

Recap

Investing starts with a lot of research.

Review

And ends with a lot more research.

What To Do

Another Clark Bros specific example of why TRADERS will NEVER beat INVESTORS 

http://bigcharts.marketwatch.com/quickchart/quickchart.asp?symb=sam&insttype=&freq=2&show=&time=20

What’s our secret recipe – It involves years and years of research, research, research. If you don’t like to do research (i.e. your homework), then you won’t be a very good investor (ergo student of the market). Of all the aspects of being a registered investment advisor, I love doing the research the most. And, unlike your college homework, it’s perfectly legal, moral, and ethical for you to copy ours 

Quote of the Week

Nothing is more difficult, and therefore more precious, than to be able to decide. Napoleon

We believe in You! - The Individual Investor

Monday, December 10

Week In Review: Best Investment Team In The World

Recap

You + Clark Brothers Investments = the best investment team in World!

Review

We only offer Individual Investors the best mutual funds, ETFs, and stocks in America.

What To Do

We also only offer separate account management for each and every client specifically tailored to fit your own personal DNA. More specifically, here is how Clark Bros beats out the competition:

1) We inform the Individual Investor of small cap out of favor stocks that they normally would probably never hear of.

2) We assist the Individual Investor seeking income in this very low interest rate environment by offering a uniquely designed covered call strategy.

In this flat low interest rate environment why not give us 20 minutes of your time to explain why Clark Brothers is one of the only firms in the country that offers these products & services to Individual Investors like yourself. Investing is our passion, why not make it yours. My personal cell phone is 720 255 5711.

Quote of the Week

“A terrible thing happens when you don’t promote yourself – Nothing.” PT Barnum

We believe in You! - The Individual Investor

Monday, November 26

Week In Review: From 80's to Apples

"Get INVESTED. Stay INVESTED."

Recap

It’s not only what you buy … It’s what you don’t buy.

Review

Remember the ‘80s?

What To Do

Other than the bad hairdos, big hair bands, and the eight track tapes? What a difference a decade + a genius can make. Too often, the Individual Investor gets enamored with big profits and/or doubling your money, when what really matters is annualized compounded interest – the 8th wonder of the world. Passing on ill-advised investment opportunities will add (not subtract) to your own personal life-long investment results. Just take a look at a stock chart of Sony Corp. (SNE) v. Apple (AAPL).

Sony – so ‘80’s 
http://bigcharts.marketwatch.com/quickchart/quickchart.asp?symb=sne&insttype=&freq=2&show=&time=20

Apple – the rise, the fall, the rise!!! 
http://bigcharts.marketwatch.com/quickchart/quickchart.asp?symb=aapl&insttype=&freq=2&show=&time=20&x=27&y=21

What’s the next Sony or Apple? Clark Brothers Investments has done the research for you – all you have to do is call. We are available 24X7X365 for Individual Investors just like you.

Quote of the Week

“Millions saw the apple fall, but Newton was the one who asked why.” - Bernard Baruch

We believe in You! - The Individual Investor

Monday, November 12

Week In Review: Invest In America!

"Get INVESTED. Stay INVESTED."

Recap

Invest in America!

Review

The American Entrepreneur is hard to beat.

What To Do

Individual Investors should study the history of this country to learn exactly what they are buying when they invest in the stock market. All (let’s say 99.9% of All) companies in America were started by somebody, usually identified by the company’s namesake. Here are a few specific examples – Heinz & Co. that feeds the world; Deere & Co. that farms the world; Walt Disney Co. that entertains the world; ExxonMobil (which started as John D Rockefellers’ Standard Oil) that energizes the world; Ford (Henry) Motor Co. that transports the world; Hewlett Packard, Dell, Intel, Microsoft, Google, Apple, etc. etc. and so on and so on – every single company in America was started by an American Entrepreneur. When you Invest in America that is who you are investing in – the most passionate, smartest, and hardest working business leaders in the World. Now that’s a real tough team to beat!

Down & Out on America are you? Pull up a documentary on the Internet or on the History channel and read about the men and women  who built this country. Invest in America today – call Clark Brothers Investments to learn more about our top rated mutual funds, ETF’s, and stock research.

Quote of the Week

Thanks to all Veterans, especially combat Vet’s, who protect us and give us the privilege to pursue life, liberty, and the pursuit of happiness.

We believe in You! - The Individual Investor

Monday, November 5

Week In Review: Earnings, Earnings, and Earnings.

"Get INVESTED. Stay INVESTED."

Recap

Why I can’t wait for Tuesdays Election.

Review

There are 3 reasons stocks go up – Earnings, Earnings, and Earnings.

What To Do

It is going to be more than a relief come Wednesday November 7 when this latest election cycle is over. At this time, Individual Investors can get back to focusing on buying undervalued companies that have phenomenal growth prospects. Regardless of the outcome on Election Day, there will remain many thousands of companies (some based in the United States, others not) that will make investors a lot of money over the next 3-5 years. It is our job at Clark Brothers Investments to discover them and present them to our clients.

It is my belief that the US stock market offers Individual Investors the best opportunities; however, not the only opportunities. There are a plethora of great companies based outside of our borders. Need our help or assistance finding them? Call us anytime!

Quote of the Week

The Man who views the world at 50 the same as he did at 20 has wasted 30 years of his life. Ali

We believe in You! - The Individual Investor

Monday, October 22

Week In Review: Focusing On The Positive

Recap

Individual Investors should be focusing on the positive aspects of Wall Street.

Review

The stock market still offers the Individual Investor the most secure path to financial independence.

What To Do

There are plenty of good people who do good work on Wall Street and throughout the financial services industry – as I have always proclaimed. It is fruitless for Individual Investors to focus on all the negative aspects of the financial services industry. This is tantamount to focusing on the bad apples in the NFL. Individual Investors should be focusing on all the positives of the financial services industry; for instance, Individual Investors can start off on the road to prosperity with as little as $100 per month. Anyone, and yes I do mean anyone, who is serious about saving & investing can find an extra $100 per month to invest. For Individual Investors and savers who are serious, the stock market still offers the absolute unequivocal best vehicle for wealth accumulation, planning for a secure retirement, or paying for your children’s education.

Are you focusing too much on the negative workings of the stock market? Give Clark Brothers Investments the opportunity to get you started in a more positive direction today! – call text or email us @ 720.255.5711.

Quote of the Week

When written in Chinese, the word "crisis" is composed of two characters. One represents danger and the other represents opportunity. John F. Kennedy

We believe in You! - The Individual Investor

Tuesday, October 16

Week In Review: A Diamond In The Rough

Recap

A Diamond in the rough …

Review

… or Coal in your stocking

What To Do

Even the best investors make mistakes. These mistakes almost always come down to the financials of a company. Companies don’t go to zero/bankrupt if they have solid balance sheets, strong cash flows, huge profit margins and no debt. By analyzing a company’s financials investors can determine if management has been the guardians of shareholder equity or barbarians at the gate. As Individual Investors, it is essential to know the economic status of stocks/securities you are purchasing. Even with the best intentions of management and a worthwhile product, poor financial guardianship will sink a company. Always look for companies with A+ financials, and you will sleep well at night and make a nice return on your hard earned investment dollars.
Often, a company’s true financial conditions can be buried amongst confusing financial metrics, numbers, and ratios. With over 20+ years of successful investing, Clark Brothers Investments knows what to look for and how to spot these financial red flags. Let us help you! Call, email, or text Clark Brothers today – 720.255.5711, twitter handle @clarkbros, Jason@clarkbrothersinvestments.com.

Quote of the Week

“All you need to succeed is a yellow pad and pencil.” André Meyer, called "the most creative financial genius of our time in the investment banking world" by David Rockefeller.

We believe in You! - The Individual Investor

Monday, October 8

Week In Review: May The Best Product Win!

Recap

The best products always win.

Review

Great People + Great Products = Great Investment.

What To Do

Think about what you personally like to do on your spare time. Read? Play sports? Build something? Shop! Whatever it is, you use a product made by a company in your activity. If this product is superior to others on the market, then you could be on your way to identifying an investment opportunity. Examples are endless, here are a few: Amazon’s kindle, Google’s search algorithm, Ford’s F-150, and yes, Apple’s iPhone. Note, as discussed last week, there is a methodology to investing, and having a great product is only one aspect of a successful investment model. Next week, we will discuss the next step to take in turning your great product discovery into a great investment.
To learn more about which companies have the best products and services give Clark Brothers Investments a call today! My personal cell phone is 720 255 5711, or email Jason@clarkbrothersinvestments.com, twitter @clarkbros.

Quote of the Week

“The person that turns over the most rocks wins the game. And that's always been my philosophy.” Peter Lynch (Money Manager in the 1980’s who built Fidelity Investments by using a similar investment model to that used by Clark Brothers Investments).

We believe in You! - The Individual Investor

Monday, October 1

Week In Review: Rocket Science or Throwing Darts?

Recap

Investing isn’t rocket science.

Review

But, it isn’t throwing darts either.

What To Do

There is a methodology to successful investing. This methodology varies greatly from one firm to another. At Clark Brothers, we have refined our investment methodology over the 20 years we have been investing. We feel that the most important parameter of evaluating companies for an investment opportunity is the management. People run companies, not numbers. Leaders can make or break a company (or a country or a sports franchise). The best example of this in corporate America is Alan Mulally’s turnaround at Ford Motor Company. Bill Ford, Jr. (heir of the founder of Ford, Henry Ford) realized he needed help from a turnaround/operations expert to save his family’s iconic American business. Turns out, he was right to bring in Mr. Mulally, who streamlined Ford’s product line, negotiated with the unions, and secured lines of credit to allow Ford to sustain the deepest recession since the Great Depression.
Which companies have the best management teams in place? Clark Brothers Investments has some ideas. Call us today to find out. Jason’s personal cell phone = 720 255 5711; or personal email = Jason@clarkbrothersinvestments.com.

Quote of the Week

“Winning is not a sometimes thing; it’s an all the time thing. You don’t win once in a while; you don’t do things right once in a while; you do them right all the time. Winning is a habit. Unfortunately, so is losing.” What it Takes to be Number 1 by Vince Lombardi.

We believe in You! - The Individual Investor

Monday, September 24

Week In Review: Quick and Cheap Won't Cut It

Recap

Online trading (quick and cheap) has sabotaged Investing.

Review

Clark Bros is leading the way in reinventing Investing.

What To Do

The Presidential Election, stock market corrections, economic slowdowns – these are all things that worry every investor. However, as more and more investors are starting to understand by realizing there is a stark difference between investing and trading, these factors are mostly irrelevant to your long term investment success. What has a much more direct effect on dollars going into your retirement portfolio is buying well managed & financially sound companies that sell a product that other people want. That’s investing. And, it has and will always be a better way to fund your retirement, college education for your kids, family vacations, a vacation home, etc. etc. v. butterfly call spreads on Apple after it has already risen 14,000%.

What companies are selling things everybody else wants? Clark Brothers Investments has some ideas; call, text, or email to find out how you can profit from our in depth research, insight, and expertise – follow us on twitter @clarkbros, call Jason @ 720 255 5711, or email our firm at Jason@clarkbrothersinvestments.com. I look forward to hearing from you soon.

Quote of the Week

Wall Street is the only place that people ride to in a Rolls Royce to get advice from those who take the subway. Warren Buffett

We believe in You! - The Individual Investor

Monday, August 20

Week In Review: Track Record

"Get INVESTED. Stay INVESTED."

Recap

Once … Twice … Three times a Track Record!

Review

For yet another quarter, two quarters, YTD … Clark Brothers beats the Index. These returns do not reflect fees, taxes, trading costs, and especially Risk. Factor these variables in, as Individual Investors should, and our returns are even better compared to Wall Street.

What To Do

All data as of the close of the stock market on Friday August 17, 2012

S&P 500 Index +12.77% YTD
Sprint (S) +121.79% YTD; #1 stock in the S&P 500 Index YTD
Homebuilder ETF (ITB) +50.5% YTD
Yacktman Focused Fund (YAFFX) +7.47% YTD

How do we do it? By only offering Individual Investors the best mutual funds, ETFs, and stocks in America! And, well of course our top notch research that has been continually updated and improved over 20+ years of investing in the stock market. What’s our next round of great investment ideas? For that, Individual Investors must establish an investment advisory relationship with Clark Brothers Investments. Don’t miss out on yet another quarter of great investment returns – Call, email, or text Clark Brothers Investments today!

Here is our contact information – jason’s cell is 720 255 5711; email is Jason@

clarkbrothersinvestments.com; twitter @clarkbros …

Quote of the Week

“The Intelligent Investor is likely to need considerable will power to keep from following the crowd.” – Ben Graham (Warren Buffett’s “mentor”).

We believe in You! - The Individual Investor

Tuesday, March 20

Week In Review: It's In The DNA

Recap

DNA Investing.

Review

Decision Making, Non Emotional, A Political Investing.

What To Do

Results -

Bank of America (BAC) +105% since 52 week low.
Janus (JNS) +80% since 52 week low.
Charles Schwab (SCHW) +47% since 52 week low.

All "bank" stocks. All on our Recommendations list.

Quote of the Week

I demolish my bridges behind me - then there is no choice but forward. Fridtjof Nansen

We believe in You! - The Individual Investor

Pages

Tuesday, April 23

Monday, March 18

Monday, March 11

Monday, March 4

Wednesday, February 13

Tuesday, February 5

Monday, January 28

Wednesday, January 2

Monday, December 17

Monday, December 10

Monday, November 26

Monday, November 12

Monday, November 5

Monday, October 22

Tuesday, October 16

Monday, October 8

Monday, October 1

Monday, September 24

Monday, August 20

Tuesday, March 20