North Star is proud to announce that we have $0.00 in capital gain distributions for 2020 in the North Star Dividend Fund, the North Star Micro Cap Fund, the North Star Opportunity Fund and the North Star Bond Fund.
- Archive posts -
News
Big Tech’s Stock Market Reign May Finally be About to End
Eric Kuby Interviewed by CNN Business Correspondent Paul R. La MonicaAs of 11.30.2020 ACCO Brands Corp (ACCO) is a 3.09% holding in the North Star Dividend Fund and ACCO Corporate bonds are a 3.59% holding in the North Star Bond Fund and a 0.49% holding in the North...
These 5 Small Stocks Could Benefit From an Economic Rebound
Eric Kuby Interviewed by Barron’s for Cover Story on Small Cap StocksAs of 11.13.20 Amazon (AMZN) was a 2.20% holding in the North Star Opportunity Fund. SP Plus (SP) was a 3.45% holding in the North Star Micro Cap Fund. Acme United (ACME) was a 0.78% holding in the...
Small Cap vs. Large Cap Performance
Eric Kuby Talks Opportunities in the Small Cap Space with Oliver Renick, host of TDAmeritrade NetworkAs of 11.5.2020 Collectors Universe (CLCT) was a 3.9% holding in the North Star Dividend Fund and 3.75% holding in the North Star Micro Cap Fund. Bank of Hawaii (BOH)...
U.S. Stocks Tumble Again as Election Looms, Virus Spread Balloons
Reuters interviewed North Star Investment Management CIO Eric Kuby for their piece on the upcoming electionImportant Risk Information: Mutual funds have investment risks including loss of principal. There is no guarantee either fund will meet its objective. In...
Eric Kuby On Finding Bargains In Small-Caps
TDAmeritrade Network Morning Trade LiveAs of 9.14.2020: Wintrust (WTFC) is a 0.98% holding in the North Star Dividend Fund. Bank of Hawaii (BOH) is a 1.30% holding in the North Star Dividend Fund. SP Plus (SP) is a 2.60% holding in the North Star Micro Cap Fund....
Eric Kuby On U.S. Auto Parts Network (PRTS) Being Up Nearly 300%
TDAmeritrade Network Market on CloseAs of 7/1/2020 US Auto Parts (PRTS) is a 6.34% holding in the North Star Micro Cap Fund and a 2.47% holding in the North Star Opportunity Fund. Escalade (ESCA) is a 5.18% holding in the North Star Micro Cap Fund and a 5.44% holding...
Eric Kuby Interviewd by Kevin Malone of Greenrock Research
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...
Eric Kuby’s Small-Cap Stay at Home Trades
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...
Kevin Malone, founder and president of Greenrock Research, interview with Eric Kuby
Eric sat down (virtually) with Kevin Malone, to discuss the small cap dividend portfolio managed for Greenrock Research.As of 4/7/2020: Oil Dri Corp (ODC) was a 4.47% holding in North Star Dividend Fund; Rocky Brands (RCKY) was a 1.67% holding in North Star Dividend...
Eric Kuby’s Small Cap Pick: Brinker (EAT)
TDAmeritrade Market on CloseAs of March 11, 2020, K12 (LRN) was a 1.71% holding in the North Star Micro Cap Fund, Brinker (EAT) was a 0.81% holding in the North Star Dividend Fund and Denny’s (DENN) was a 0.85% holding in the North Star Micro Cap Fund and 1.41%...
Eric Kuby: U.S. China Trade Deal Phase One Reached
TDAmeritrade Market on CloseNorth Star Dividend Fund Investment Objective: The primary investment objective of the North Star Dividend Fund is to generate dividend income and the secondary objective is to seek capital appreciation. North Star Micro Cap Fund Investment...
Eric Kuby Quoted in Mutual Fund Observer
Click on the website link and type in Eric Kuby under Search This is not an offer to buy or sell any security. Any summaries, prices, quotes, or statistical information have been obtained from sources believed reliable but are not necessarily complete and cannot be...
Eric Kuby’s Stock Pick: Rocky Mountain Chocolate Factory
TDAmeritrade Network Market on CloseNorth Star Dividend Fund Investment Objective: The primary investment objective of the North Star Dividend Fund is to generate dividend income and the secondary objective is to seek capital appreciation. As of 11/14/19 Rocky...
Eric Kuby Talks Bond Market’s Recession Signals
TDAmeritrade Network Market on CloseImportant Risk Information: Mutual Funds have investment risks including loss of principal. There is no guarantee the fund will meet its objective. In general, the price of a fixed income security falls when interest rates rise....
Constructing an Opportunistic Balanced Fund
The Wall Street Transcript interview with Brad Cohen and Jim TassoniImportant Risk Information: Mutual Funds have investment risks including loss of principal. There is no guarantee the fund will meet its objective. In general, the price of a fixed income security...
Eric Kuby on Russell 2000 and S&P 500 Performance
TDAmeritrade Market on CloseAs of 7/10/19 MOV was a 0.82% holding in the North Star Opportunity Fund, and a 2.88% holding in the North Star Micro Cap Fund. ACME (ACU) was a 2.15% holding in the North Star Dividend Fund, a 3.10% holding in the North Star Micro Cap Fund...
North Star Micro Cap Fund (NSMVX) mentioned in Barron’s Leaders & Laggards this month as best Small-Cap Value Fund for 2nd QTR 2019
The investment objective of the North Star Micro Cap Fund is capital appreciation. The fund invests in micro-cap companies, defined as companies with market capitalization under $500 million.Important Risk Information: Mutual Funds have investment risks including loss...
What’s Next for Small Caps? Eric Kuby Weights In
TDAmeritrade Market on CloseNorth Star Dividend Fund Investment Objective: The primary investment objective of the North Star Dividend Fund is to generate dividend income and the secondary objective is to seek capital appreciation. North Star Micro Cap Fund Investment...
Eric Kuby quoted in Reuters: Trade hopes buoy stocks, Brexit setback hits pound
by Lewis KrauskopfImportant Risk Information: Mutual Funds have investment risks including loss of principal. There is no guarantee the fund will meet its objective. Investors should carefully consider the investment objectives, risks, charges and expenses of the...
Sign up to receive a weekly email with Kuby’s Commentary.
Error: Contact form not found.