Last Week: In our May 18 Kuby’s Commentary (Happy Birthday Brooke Kuby) we noted the extraordinarily difficult year small cap stocks were having, posting more than double the S&P 500’s decline. In an attempt to “accentuate the positive”, we suggested that “when...
Last Week: Every Saturday morning I settle in with my cup of coffee and read the New York Times and Barron’s. This past weekend each had a headline that when put together clearly painted the picture of the surreal state of the world. The NYT business section digest...
Last Week: Reopening fervor overwhelmed COVID-19 fever as the S&P 500 surged 3.5% and the Russell 2000 jumped 5.5%! Following that rally the S&P 500 is now higher than it was a year ago: It is also almost 40% higher than it was five years ago, which seems like...
We are excited to announce two new members to North Star. Eric Papenhagen and Harry Petruleas each have over 20 years of serving the financial needs of families. They will be joining the North Star Family Office, which provides a wide range of services, including:...
As of 5/6/2020, Brinker (EAT) corporate bonds were a 2.20% holding in the North Star Bond Fund, BG Foods (BGS) a 1.92% holding in the North Star Dividend Fund and Meredith Corp. (MDP) corporate bonds were a 2.53% holding in the North Star Bond Fund and a 1.42% holding...
TDAmeritrade Morning Trade LiveAs of May 4, 2020, Turtle Beach (HEAR) was a 3.89% holding in the North Star Micro Cap Fund; K12 (LRN) was a 2.43% holding in the North Star Micro Cap Fund and a 0.52% holding in the North Star Opportunity Fund; 1-800-Flowers (FLWS) was...
Last Week: My standard opening: “Hang in there! As expected, more evidence of the economic fallout, combined with a continued ramp up in global coronavirus cases, has resulted in a 24/7 stream of disturbing headlines.” In the first quarter, which only included a few...
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